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


This Office

2626 Cole Ave , 3rd Floor Dallas, TX 75201 Phone: (817) 993-0401

Other Offices

1692 Keller Pkwy Keller, TX 76248-3702 Phone: (817) 993-0401 Fax: (817) 993-0002