Rachel Bubb

Partner | Business Development Officer | Wealth Manager, MBA, CFP®, ChFC®

Role
Lightyear Leadership Certified Coach at Lightyear Leadership
Location
Redlands, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Rachel Bubb

Wealth Manager | Purpose-driven Disruptor Transforming Financial Lives, One…

Experience

  1. Lightyear Leadership Certified Coach

    Lightyear Leadership

    Apr 2022 — Present

    Lightyear Leadership is all about turning big dreams into reality by creating a clear vision, setting meaningful goals, and staying aligned with what matters most. As a Lightyear coach, I help people tap into their potential, break through limiting beliefs, and turn intentions into action. I bring this energy into my daily work by building genuine, value-driven relationships with clients, helping them align their financial goals with the bigger picture of what they want out of life.At the heart of everything I do is the belief that growth is contagious. Within our firm, I use my coaching skills to spark that momentum, building a culture of accountability, creativity, and fun. I created a vision and goals course centered on our core values to inspire the team to connect their personal ambitions with our mission. I also co-lead strategy meetings, where we focus on driving sales, fostering growth, and elevating professionalism—while keeping things productive and creative. Whether with clients or colleagues, I bring my big energy to the room and help people unlock their best selves and give them the tools to create their chosen future.

Education

  • University of California, Berkeley, Haas School of Business

    Master of Business Administration - MBA

    2022 — 2025

  • University of California, Berkeley

    Bachelor's degree

    2012 — 2016

  • University of California, Berkeley

    Conservation and Resource Studies

    2012 — 2016

Skills

  • Microsoft Word
  • Team Leadership
  • Leadership
  • Microsoft Powerpoint
  • Event Planning
  • Social Media
  • Travel
  • Literature Reviews
  • Customer Service
  • Community Outreach
  • Research
  • Spanish
  • Problem Solving
  • Navigation
  • Gis
  • Time Management
  • Microsoft Office
  • Time & Attendance
  • Communication
  • Powerpoint
  • Microsoft Excel
  • Hiking

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