All News

Financial Advisor Magazine, October 2017

Schwab Launches TV Commercial

Rachel is featured on a new Schwab Advisor Services TV Commercial, which is part of a series promoting the independent advisor. Read the article on the Financial Advisor Magazine website.

Huffington Post, September 2017

The New Supermodels 2.0

This Huffington Post article highlights our founder, Rachel J. Robasciotti, as “The Financial Services Founder” along with 15 other out, LGBTQ+-indentified women in business. Read the article on the Huffington Post.

Financial Advisor Magazine, May 2017

10 Young Advisors To Watch

Rachel is selected as one of Financial Advisor Magazine’s 10 Young Advisors to Watch in 2017. Read the article on the Financial Advisor Magazine website or view a copy of the printed article here.

The Guardian, March 2016

Is it easier to be a lesbian than a straight woman in the tech industry?

At the Lesbians Who Tech Summit, Rachel speaks about being a lesbian in a mostly male industry. Read the article on the The Guardian website.

San Francisco Bay Times, February 2015

Beyond Long-Term Care

Rachel explains how to plan for long-term care needs and why that should include much more than buying an insurance policy. Read the article on the Bay Times website.

The Advocate, December 2011

Don’t Just Change Your Will

When your relationship status changes, Rachel makes the case for updating more than just your will. Read the article here.