Rachel Munson Kossler
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Oakland, CA, US
As a financial advisor, I serve as a trusted partner to individuals and families, listening deeply, communicating clearly, and helping clients move confidently toward the future they envision. I focus on building personalized financial strategies rooted in each client’s goals, values, and long‑term stability—whether supporting young families laying their foundation, retirees navigating transitions, or local business owners creating lasting community impact. By collaborating with attorneys, accountants, and other professionals, I provide comprehensive guidance that evolves with clients’ needs. I’m committed to building meaningful relationships and empowering clients through life’s milestones and opportunities.
EDUCATION
Regent's University London (AIU)
Bachelor of Fine Arts (BFA)
ABOUT RACHEL MUNSON KOSSLER
Customer-obsessed product leader with 12+ years of experience driving growth…
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