Rachel Bunnell
Family Wealth Advisor | Senior Vice President | The Planning Group of the Northwest
- Role
- Family Wealth Advisor Senior Vice President the Planning Group of the Northwest at Baird
- Location
- Anchorage, AK, US
- LinkedIn followers
- 500 followers
About Rachel Bunnell
I work with individuals and families to help them make the most of their time today and determine what their assets look like tomorrow. This allows them to spend their most precious resource, time, living their ideal life.I joined the Planning Group of the Northwest in 2007, beginning my career in the financial services industry. In 2012, I earned my Certified Financial Planner (CFP®) designation and in 2014 graduated with a Masters in Personal Financial Planning from the College for Financial Planning. In 2019, I earned the designation Certified Divorce Financial Analyst (CDFA®), allowing her to assist individuals and separated couples as they navigate the financial aspects of divorce; I wish to help them make the best financial decisions possible in an already difficult circumstance.
Experience
Family Wealth Advisor Senior Vice President the Planning Group of the Northwest
Feb 2024 — Present · Anchorage, AK, US
Education
Alaska Pacific University
Bachelor's Degree
2006 — 2010
The College For Financial Planning
Master’s Degree
2012 — 2014
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