Rachel Calvert Sowers

About Rachel Calvert Sowers

As a CERTIFIED FINANCIAL PLANNER™ and Senior Associate Wealth Advisor at Beacon Pointe Advisors, I bring almost a decade of experience in the financial services industry, helping individuals and families navigate their financial journeys. My passion lies in holistic financial planning, where I empower my clients with the clarity and confidence to make informed decisions about their financial futures. Whether you\'re determining how much home you can afford, planning for retirement, or striving for financial independence, I am here to help you navigate these questions and ensure you feel secure in your choices.I take great pride in fostering strong, lasting relationships with my clients and find deep fulfillment in guiding them toward their financial goals. With a particular focus on healthcare professionals, a passion inspired by my husband\'s career in medicine, I deeply understand the unique financial challenges and time constraints they face. I am committed to helping them manage their finances with ease, efficiency, and confidence.

Experience

1. Senior Associate Wealth Advisor

   Beacon Pointe

   Jun 2025 — Present · Mill Valley, CA, US

   On June 30, 2025, Waypoint Wealth Partners joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Education

• Virginia Tech

  Master of Business Administration (M.B.A.), Organizational Leadership

  2017

• Virginia Tech

  Bachelor's Degree, Biology/Biological Sciences, General

  2013

Skills

• Veterinary Medicine
• Research
• Microsoft Word
• Facebook
• Microsoft Excel
• Microsoft Office
• Illustrator
• Teaching
• Social Media
• Higher Education
• Student Affairs
• Editing
• Time Management
• Public Speaking
• Data Analysis
• Statistics
• Critical Thinking
• Leadership
• Html
• Photoshop Elements
• Adobe
• Ccs
• Digital Photography
• Histology
• Powerpoint
• Wordpress
• Microsoft Powerpoint
• Marketing
• Event Planning
• Social Media Marketing
• Project Management
• Adobe Photoshop
• Indesign
• Adobe Illustrator
• Lightroom
• Event Management
• Customer Service
• Adobe Creative Suite