RACHEL INFANTE, CFP® CSRIC®

RACHEL INFANTE, CFP® CSRIC®

Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions. She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.

Recent Posts

RACHEL INFANTE, CFP® CSRIC®
May 25, 2023 11:44:00 AM

Divorce can be an extremely painful experience and bring on feelings of tremendous loss that may follow the same patterns of emotion after losing a...

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RACHEL INFANTE, CFP® CSRIC®
Jan 26, 2023 12:25:31 PM

Are you recently divorced? If so, you’ve likely just been through a challenging time. After working through the details of your divorce, you may ask...

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RACHEL INFANTE, CFP® CSRIC®
Jan 19, 2023 6:45:00 AM

Divorce can be one of the most challenging experiences one goes through.

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RACHEL INFANTE, CFP® CSRIC®
Aug 11, 2022 11:30:00 AM

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

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RACHEL INFANTE, CFP® CSRIC®
Apr 7, 2022 7:15:00 AM

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

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RACHEL INFANTE, CFP® CSRIC®
Sep 29, 2021 12:24:29 PM

For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...

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RACHEL INFANTE, CFP® CSRIC®
Jun 21, 2021 12:15:00 PM

Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...

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RACHEL INFANTE, CFP® CSRIC®
May 25, 2021 11:21:53 AM

Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse...

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RACHEL INFANTE, CFP® CSRIC®
May 5, 2021 5:01:14 PM

The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....

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RACHEL INFANTE, CFP® CSRIC®
Mar 16, 2021 9:53:21 AM

Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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