Born and raised in Los Angeles, Raquel developed a passion for connecting with others from a young age, which, paired with her analytical mind, evolved into an affinity for helping others make informed decisions. This enthusiasm was further developed at Wellesley College in Massachusetts, where she earned her degree in Economics with a minor in Psychology. During her time there, she expanded her methodical thinking and worked in student-facing roles, providing valuable insight to prospective students. These experiences reinforced her belief that access to information can truly change lives.
Today, Raquel retains that same philosophy. She enjoys working with clients from all backgrounds, especially those who may not have had access to financial education. Her goal is to make retirement planning approachable, empowering clients to prepare for retirement confidently. With a strong analytical foundation, she focuses on efficient, tailored strategies that reflect each client’s unique situation and goals.
Outside of work, Raquel enjoys all things frisbee, from playing in pick-up games to writing about college tournaments. She is also always in the mood for grabbing coffee with friends. Above all, Raquel values building lasting relationships and prioritizes ensuring her clients feel informed, supported, and secure at each step of their financial journey.