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portrait of Rachel A Currington
FINANCIAL ADVISOR

Rachel A Currington

CFP®, CRPC™
1081 Borden Rd Suite 106, Escondido, CA 92026opens in a new window
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About Rachel

I help clients who aren't sure if they're doing enough (and the right things) to prepare for retirement and to stay comfortably retired. Passionate about helping people navigate the road to retirement via straightforward conversations that include investing, social security, healthcare and estate considerations, I work in partnership with my clients, their CPA, attorney and other professionals, using an established process to build strategies to help get them on track and to keep them there.

Dedicated to my local community and my firm, I've lived in North County San Diego since 2001, and have been with Edward Jones since 2015. I...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Heriot-Watt Uni, EdinburghBachelor of Science

Team Members

  • Katharine Maquera
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(760) 746-5184

Fax

(888) 633-5123

Office Address

1081 Borden Rd Suite 106
Escondido, CA 92026opens in a new window

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