Rachel Songer (CFP®)
Rachel Songer focuses in the
following client markets or areas of practice:
- Baby Boomers
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Baby Boomers
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
Additional Information
Rachel joined Keener Financial Planning in 2013. She most enjoys brainstorming with clients to come up with tools and strategies that will empower them to meet both their near- and long-term goals. Rachel is a Certified Financial Planner™ (CFP®) Professional and holds a degree in personal financial planning from Texas Tech University. Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission.
NAPFA Start Date
January 23, 2019