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portrait of Rachel M Vecera
FINANCIAL ADVISOR

Rachel M Vecera

AAMS™, CRPC™
100 Lexington St Suite 130, Fort Worth, TX 76102opens in a new window
Accepting New Clients
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About Rachel

Money can be a tricky topic! I'm here to help make planning your finances and path through the future streamlined, simple and painless as possible. As your financial advisor, I am passionate about understanding your story and your goals, and partnering with you to make the pieces of your financial puzzle fit together. Our team does this by following an established process, partnering with your CPA or attorney when needed, and personalizing strategy for every family.

I have a very straightforward investment philosophy that includes understanding my client's comfort with risk, the time horizon to meet a goal and what...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Audrey Hogan
    Sr. Branch Office Administrator
    FPQP®
  • Kailee Jensen
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(817) 973-7607

Fax

(855) 514-8302

Office Address

100 Lexington St Suite 130
Fort Worth, TX 76102opens in a new window

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