Rachel A. Vega, CFP®
Rachel helps clients use effective financial planning to achieve their life goals. She also provides financial planning and business development support to Mariner advisors through her work on the financial planning team. Additionally, she is dedicated to advisor growth and development as a member of the advisor coaching team. She cohosts the monthly webinar series, the Advisor Development Program, which provides best practices and guidance for maintaining and growing advisors’ business. She also engages with advisors via advisor study groups and individual coaching calls.
Prior to joining AdvicePeriod and Mariner, Rachel worked at Northern Trust as a senior investment associate. She serviced ultra-high-net-worth clients as part of the portfolio management team. In this role, she was responsible for presenting economic outlook and portfolio performance reports to clients while supporting three senior portfolio managers’ book of business.
Rachel has a bachelor’s degree from Cornell University. She is a CERTIFIED FINANCIAL PLANNERTM professional and earned a graduate certificate in financial planning from New York University.
Away from the office, Rachel loves to kayak and jet ski year-round in South Florida, where she resides.
