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
- 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