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Rachel Gustafson


Investment Advisor Representative

Rachel began her career in the financial industry in 2012 after working in education for over 10 years. In 2006, she graduated from Portland State University with a Bachelor of Arts in Social Sciences and went on to receive a Master of Arts in Education from George Fox University in 2009. She is a CERTIFIED FINANCIAL  PLANNER™ practitioner whose passion is helping her clients build financial strategies that grow & change with their needs. She believes that every strategy should be personal while addressing risk, goals & investment expectations. She starts by helping clients articulate their goals and once she feels like she truly understands them, she helps them implement a plan that connects their life with their finances.

Rachel lives in Portland, Oregon with her husband Steve & children Declan & Ava. You will often find them out hiking, biking & soaking up Portland’s liquid sunshine.