Rachel DeCarolis (BA, CeFT®, 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 with my analytical nature. I have been in the financial services industry for 14 years. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2015, and a Certified Financial Transitionist® in 2019. I a Partner and Wealth Manager at Northstar Financial Planning, helping clients manage 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.