Rachael Kepke

Manager of Financial Planning and Professional Services

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

Workplace

Manager of Financial Planning and Professional Services

Lake Elsinore, CA

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

Retirement Account Manager

Nfp
340 Madison Ave, New York, NY 10016
Sep 2011 — Jan 2014

Director of Financial Planning and Administration

Jun 2008 — Aug 2011

Intern

Jan 2008 — May 2008

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
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