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Rachel Gustafson

CFP®

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.

 



Hobbies

Q & A

If you could have one super power, what would it be?

Cloning myself so I can do all of the things I want to do and be in all of the places I want to be.

What are you most proud of?

Graduating with my Master's of Education.

What’s on your bucket list?

Staying in a hut in the middle of the Ocean in Bali.


If you could live anywhere in the world, where would it be?

I would be a snowbird, Portland in the Summer and Arizona in the winter.


This or That?

Spender or saver?

Saver.

Early riser or night owl?

Early Riser.

Chocolate or vanilla?

Swirl.