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
- 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.
NAPFA Start Date
May 24, 2019