Since 2018, Rachael Kepke has been working in Summit Financial Group 1170, 1170. Rachael is a competent Manager of Financial Planning and Professional Services with over ten years of work experience. According to Rachael's CV and work profile, this professional has worked at more than five companies with numerous backgrounds and gained various skills. Rachael attended school at the San Diego State University. Rachael Kepke has professional certification in Certified Financial Planner™ and Certified Financial Planner Board of Standards, Inc.. Rachael can be found in San Francisco, California – where the professional currently lives. You can search for Rachael's email address and phone number. We can also provide you with additional contact information upon request.
Name variants:
Rachael Kepke
Last updated May 28, 2024
Contact Information
Last Update
Jul 7, 2022
Email
rk**@yahoo.com
Location
San Francisco, CA
Company
Workplace
Manager of Financial Planning and Professional Services
Lake Elsinore, CA
Colleagues
Work History
Manager of Financial Planning and Professional Services
2000 Crow Canyon Pl SUITE 450, San Ramon, CA 94583
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, ...
from Jan 2018
Financial Planning Associate
5420 Lbj Fwy SUITE 725, Dallas, TX
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, ...
Jan 2014 — Jan 2018
Director of Financial Planning and Administration
Jun 2008 — Aug 2011
Education
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Representative
Advisor
Supporting Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Financial Services
Series 7
Retirement Planning
Financial Advisory
401K
Investments
Estate Planning
Financial Planning
Strategic Financial Planning
Wealth Management
Insurance
Life Insurance
Securities
Mutual Funds
Finra
Qualified Retirement Plans
Retirement