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

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.

NAPFA Start Date

January 23, 2019

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This Office

3102 Maple Ave Fl 4 Dallas, TX 75201-1220 Phone: (214) 432-2817

Other Offices

200 N Rufe Snow Dr Ste 108 Keller, TX 76248-4238 Phone: (817) 993-0401 Fax: (817) 993-0002