Rachel J. Robasciotti

Principal & Wealth Manager

Rachel J. Robasciotti founded Robasciotti & Philipson in 2004 and continues to head the firm as one of its two partners, directing overall policy, strategy, and communications. In addition, Rachel still serves as a Wealth Manager and specializes in advising clients on philanthropy, legacy giving, employment negotiations, business transitions, and complex equity compensation.

As a young, queer, woman of color, in an industry that is dominated by older white men1, the odds were against Rachel when she started her own firm. Nonetheless, she was already well-versed in the finance industry and had proven her skills by being awarded the top financial planner at MetLife Securities in 2003. In addition, Rachel built up resilience when she was diagnosed with and beat cancer at the age of 22. Her strong sense of self, fierce determination, and desire to give back to the community encouraged her to forge a new path. When she started Robasciotti & Philipson, rather than following the industry standard practice of excluding emotions from finance, Rachel chose to integrate emotional intelligence into financial decision making. The firm continues to use the model she developed. This progressive approach of inviting a client’s emotions into conversations has strategically informed key financial decisions for countless happy clients.

Among her many recognitions, Rachel was named one of Financial Advisor Magazine’s 10 Young Advisors to Watch and, after more than a decade of providing clients with independent and impartial advice, her story was featured in a national television advertising campaign by Schwab Advisor Services. As a founding member of the Women’s Wealth Initiative, a nationwide group of female wealth managers, Rachel is especially proud of serving as a role model and creating pathways for more women and people of color in personal finance.

Rachel holds a bachelor’s degree from the University of California, Berkeley where she studied Economics. Prior to founding the firm, she obtained her Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. She currently serves as Treasurer of the Board of Directors for LPAC (the Lesbian Political Action Committee) and, previously, served on the Board of Directors for Horizons Foundation, the Foundation to End Sexual Violence, and the National Center for Lesbian Rights. In addition, Rachel is a member of the Funding Queerly Giving Circle, one of the largest, community-based LGBTQ+ funders in the United States.

Rachel is a math nerd, natural medicine enthusiast, and passionate community activist. When she’s not cuddling Maya’s cat, promoting social justice, or creating spreadsheets, Rachel can be found cooking nutrient-dense food or meditating in her sunny apartment in San Francisco.

1 More than 68% of all US financial advisors are male and 77% are white. Source: Center for Financial Planning 2016 Annual Report

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