Rachel Infante (CFP®, Chartered SRI Counselor™)

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