RACHEL INFANTE, CFP® CSRIC® CDFA®

RACHEL INFANTE, CFP® CSRIC® CDFA®

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® CDFA®
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...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
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....

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
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...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Dec 28, 2020 1:22:00 PM

On the list of things we never expect to have to talk about with our parents, finances often rank near the top. Finances can be a taboo subject in...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Aug 11, 2020 11:00:00 AM

Women have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Feb 10, 2020 1:46:03 PM

Love is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Nov 14, 2019 2:50:22 PM

Are you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Oct 30, 2019 5:27:20 PM

We live in a digital age that has exponentially enhanced our abilities to use technology for virtually everything. I was recently listening to a...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Sep 19, 2019 7:15:00 AM

It’s no secret that the cost of a college education today is vastly different than the cost parents and grandparents paid years ago. According to...

Read More

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

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.