Rachel Sloan (CFP®, CRPC®)

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

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Unmarried Couples
  • Women's Financial Planning Issues

Additional Information

Rachel Sloan, CFP® has been providing advice and guidance to clients since 2004.

NAPFA Start Date

January 06, 2020


This Office

237 Glen Street, Suite 109 Glens Falls, NY 12801 Phone: (888) 978-8880