Rachel Shin

Rachel Shin

Associate Financial Planner

You can always find Rachel with a cup of coffee in her hand, on her desk, or in the mini fridge closest to her, sometimes even in all three places. Coffee runs through her veins and if she could collect something without a limit, she would have a model of each coffee machine. Hello new coffee spot!

As soon as Rachel went to college, she knew she wanted to do financial planning. She noticed financial literacy was something many people struggled with including her family. With her love of helping others and seeing a need to educate those around her it was a natural fit. Rachel enjoys helping people plot their dreams amidst the intricacies of the financial industry. With her diploma in hand and now armed with the CFP she’s ready to roll. Go Rachel go!

  • California State University, Fullerton B.A, Finance/ Financial Planning, May 2019
  • CFP ™ Designation October 2021
  • Licensure: Series 65 (Active)
Life Passions

Rachel, like many of our folks, is an avid traveler. Her travels started early when the family relocated to Guatemala when she was in elementary school. Now, her dream repeat destination is Japan. She last went in December of 2022 for her birthday and she has been itching to go again. She loves Japan as she finds that it is the perfect balance of quick paced city life and calming nature filled spots. Bali and the Philippines are next on the list! She keeps that passport handy and ready for new stamps and adventures!