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.

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.

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.

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.

With the recent arrival of marriage rights for same-sex couples, Rachel examines why marriage may not always make the most financial sense for LGBTQ couples.  Read the article on the Advocate website.

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

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.