Rachel Shin, CFP® holds a Bachelor of Arts in Finance from California State University, Fullerton and graduated from their CFP® Board Registered Program in May 2019. During her time in the program, she served as President of the Financial Planning Association Student Chapter which ignited her passion for financial planning and financial literacy. She hosted a workshop to educate fellow students on credit cards, as she has found that there is an incredible lack of financial literacy within the younger generations and in society in general. She passed her CFP® Exam in March 2019, and earned the CFP® certification in October 2021.
In her last semester of college, Rachel took an internship with McCarthy Wealth Management where she was first introduced to the financial planning world and built a strong set of fundamental skills such as getting comfortable on the phone, filing documents, and building reports. Once she graduated, she joined FMB Wealth Management in Westlake Village, CA where she worked as a Financial Planner for two years. During her time there, she learned the importance of applying empathy and active listening to build strong relationships with clients. She was very happy to be a part of the process of building a resilient plan from scratch for clients.
Rachel has a deep passion for traveling and loves exploring any city she is staying in. She enjoys playing tennis, and loves watching her favorite basketball team, The Lakers (please be kind to her.)
Client Focus: Rachel believes in the importance of active listening and empathy in order to fully get to know the Client. She is excited to hear about your goals, aspirations, and areas you are passionate about. She is looking forward to being a part of the process to help Clients live the life they have designed for themselves. She is very excited to meet you all!
Current Update: Rachel’s parents came to visit her on Fourth of July weekend, and they were able to explore the city together with their dog Ozzy! They went to the Crissy Field dog beach and also visited Sonoma for the first time; her parents can’t wait to come back again.
Rachel recently came back from the Financial Planning Association’s Residency Program where she challenged herself and gained more confidence in her abilities. She learned so many valuable lessons and is excited to apply them to better serve our Clients.