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

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

  • Business Owners
  • Charitable Giving
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • 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 interest of building close personal relationships and my analytical nature. I have been in the financial services industry for over 16 years. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2015, a Certified Financial Transitionist® in 2019, and a Certified Exit Planning Advisor in 2023. I a Partner and Wealth Manager at Northstar Financial Planning, helping clients create clarity and confidence during major life transitions such as retirement, widowhood, selling a business or managing an inheritance.

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 training for a marathon, baking cookies with my daughters, or piled under blankets with a good book.

Additional Information

NAPFA is not a client of Northstar Financial Planning and is being compensated for sharing their opinion and experience with our firm. Our annual listing fee of less than $1000 creates a conflict of interest and NAFPA's comments may not be representative of any other person's experience with the firm.

NAPFA Start Date

March 11, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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