|
|
| |
|

|
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. |
| |
|