Rachel Infante (CFP®)

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

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions.

She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.

Additional Information

Rachel volunteers with the Minnesota Chapter of the Financial Planning Association serving on the Symposium committee. She’s also a member of Backing the Blue Line, a police wives organization supporting law enforcement families in Minnesota.

Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Victoria with her husband and toddler twins. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.

NAPFA Start Date

May 24, 2019

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This Office

3300 Edinborough Way Ste 610 Edina, MN 55435-5962 Phone: (952) 885-9088 Fax: (952) 887-2949