Rachel Scott has over 25 years of financial planning expertise and a background in accounting and taxation. She has held top management positions in both the financial services and accounting services industry.
Rachel found the financial services industry to be a natural fit for her lifelong interest in saving money and watching it grow. She has worked with hundreds of clients over the years helping them achieve their financial and retirement goals.
Rachel graduated from Pepperdine University with a Master of Business Administration. She is a member of the National Association of Enrolled Agents and maintains her Special Enrollment Certification (EA) with the IRS. Rachel is a Registered Representative and currently holds FINRA Series 7 & 66 registrations. She holds a California Insurance License for Life & Health, Annuity and Long-Term Care (CA License #OE65611).