Learn About Rachel Roberts
Professional Background
Rachel Roberts began her financial services career in 2011 as a front desk receptionist, and quickly took an interest in the annuity and insurance side of the business. Within only a couple of years, she transitioned from the administrative team, up to head of annuities and insurance. This position oversaw all new business, as well as the ongoing maintenance of existing accounts. From there, she was able to expand her responsibilities to include event coordination and marketing, operations and elements of management.
Personal Pursuits
Rachel is the mom of an athletic boy and she enjoys supporting him in all of his endeavors. Although she loves throwing the football, playing basketball, or taking a spontaneous bike ride with him. Rachel also enjoys hobbies such as yoga, nature walks and hikes, baking and cooking as well as hosting dinners and get togethers with family and friends.
Community Impact
Rachel feels called towards philanthropic efforts that focus on underserved communities, children's wellbeing, as well as the elimination of food deserts through urban gardening and farming.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.