Rachel J. Robasciotti
Rachel grew up poor, raised by a single Black mother who struggled for financial security in a rural town that was still largely segregated. She graduated from high school at 15 years-old and ultimately attended the University of California, Berkeley where she studied economics. After working at large financial firms learning what they do well and what she wanted to do differently, in 2004 at the age 25, she founded Robasciotti & Philipson – a firm dedicated to transforming wealth into a tool that supports the well-being of people and the planet.
In 2018, Rachel launched the firm’s Social Justice Investing strategy. This strategy has positioned her as a leader in the financial industry for integrating issues of racial, gender, economic, and climate justice into investment portfolios.
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, she is especially proud of serving as a role model and creating pathways for more women and people of color in finance. She is regularly featured in the media, including The New York Times, Bloomberg, CNBC, Forbes, and Financial Planning Magazine.
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 Resource Generation 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 many of these roles, she guided the organization through the creation of an investment policy statement or led an investment manager selection process.
Rachel is a math nerd, natural medicine enthusiast, and passionate community activist. When she’s not promoting social justice or creating spreadsheets, Rachel can be found cooking nutrient-dense food or meditating with her partner in her sunny apartment in San Francisco.