Meet the Team: Rachel Shin
Our team in San Francisco continues to grow, and we are excited to introduce you to Rachel Shin. Rachel is a Certified Financial Professional and is joining our team as an Assistant Financial Planner. She earned her degree at California State University and has worked with Clients at two wealth management firms before joining the Yeske Buie team. Her experiences have ingrained in her a focus on active listening and empathy in order to fully get to know a Client, and she looks forward to the opportunity to learn more about the goals, aspirations, and passions of the Clients she’ll be working with.
Without further ado, please join us in sending a warm welcome to Rachel Shin! We hope the following interview gives you a deeper understanding of who and what matter to Rachel and how she hopes to serve our Clients.
In your role as Assistant Financial Planner, how do you assist Yeske Buie’s Clients?
- As an Assistant Financial Planner, I believe my role is to actively listen and take notes when in meetings with our Clients in hopes they feel heard and understood. This allows me to support the lead planner in a manner that provides them with the information needed to build tailored plans specific for that Client’s needs. Apart from the in-meeting work, I also take care of anything that is needed to support the lead planner to ensure that all of the needs of our Clients are taken care of with pinpoint accuracy and in timely manner throughout the year. This is all to make our Clients financial lives as effortless as possible. In my short time here, I have really enjoyed learning about Yeske Buie delivers top tier service and planning to all of their Clients. The way Yeske Buie does everything is clearly one-step above what the rest of the financial planning profession is doing, and I’m proud to be part of this team.
What aspect of financial planning intrigues you the most and why?
- For me, the building of a financial plan is fascinating. I like to think of the financial plan as a puzzle, and approach it as if it’s my job to figure out how all of the many pieces of the puzzle of someone’s life fit together. I cannot wait to begin meeting with Clients at Yeske Buie and work to build or enhance their financial planning puzzles. I love interacting with people and I find it interesting to learn new things from their life experiences – every situation provides an opportunity to learn something new and different.
What is your first memory of financial planning?
- My first financial planning memory is building my own budget to reach a specific saving goal. The first time I did this was to purchase a video game console for my younger brother as a gift. Later on, I began building budgets for my friends to show them how easy it was to save for a big-ticket item, like say, Coachella tickets. It gave me a lot of joy to see the plan that I put together for them come to fruition. I guess I was a planner before I knew it!
What Yeske Buie worldview aligns with you most and why?
- Definitely Learn Big! As human beings, we naturally have a curious mind and I believe that the only way to foster that and continue to evolve is by learning. As the saying goes, knowledge is power. In this vein, teaching and sharing my knowledge with others is also a passion of mine. One of my dreams is to create a YouTube series that focuses on financial literacy in a way that is fun and engaging. I see the space being somewhere I can share small tips that will keep the audience paying attention, absorbing the information, and ultimately make a positive impact on their financial lives.
What do you enjoy doing what you aren’t working?
- I’m a HUGE foodie – I love exploring new restaurants, tasting the different cultural areas of the city, and just being around people and spending time with friends over food. This has been a joy of mine since a young age. I spent 7 years of my childhood living in Guatemala and going to a bilingual school while my parents worked in textiles there. This also inspired one of my Live Big goals which is to travel to every country in the world before I reach the age of 80.