Rachel DeCarolis (BA, CeFT®, CFP®, MBA)

Rachel DeCarolis focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers
  • Retirement Plan Investment Advice

Planning Specialties

I am a financial advisor (and mom of 2) who pursued a career in financial planning to combine my love of people and numbers. I started in the financial services industry 13 years ago as an analyst, assisting with client’s plans and investments “behind the scenes”. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2015, and a Certified Financial Transitionist® in 2019. I a Wealth Manager at Northstar Financial Planning, Inc., helping clients manage major life transitions such as retirement or widowhood.

I have a MBA with a financial planning concentration from Bentley University, and a BA in Psychology from the University of Arkansas.

One of my favorite parts of financial planning is educating clients and explaining concepts in a way that makes it easy to understand. My goal is to help them feel empowered by money instead of afraid of it!

I strive to be described as a loyal mentor, who always pays close attention to the details. When I’m not at work, you’ll find me at aerial fitness classes, baking cookies with my daughters, or piled under blankets with a good book.

NAPFA Start Date

March 11, 2020

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This Office

112 Range Rd Windham, NH 03087-2353 Phone: (603) 458-2776 Fax: (603) 589-6003