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Rachael Neil, CFP

Rachael Neil, CFP® earned a BS in Finance, summa cum laude, from Golden Gate University, San Francisco. She has been part of the financial planning and investment management field for over a decade. Prior to joining Yeske Buie, Rachael served as an Investment Advisor/Financial Planner in the wealth management arm of Howe Barnes Hoefer & Arnett. Her previous experience also includes financial planning and portfolio management at Bingham, Osborn & Scarborough LLC, a wealth management firm in San Francisco. She began her career in the Trusts and Estates division of Wells Fargo Private Client Services. She is an active member of the Estate Planning Council of the Diablo Valley and the Financial Planning Association. She currently serves on the Board of Directors for the Tri-Valley Estate Planning Council. In her spare time, she enjoys playing with her three year old son, traveling, decorating her home and being outdoors.