Rachel  Sanborn Lawrence,  CFP<sup>&reg;</sup> - Financial Advisor

Rachel Sanborn Lawrence, CFP®

Director of Advisory Services

Ellevest

228 Park Ave S, PMB 94934
New York, NY 10003
FINANCIAL ADVISOR'S WEBSITE
(844) 355-7100

General

Rachel Sanborn Lawrence is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ellevest in New York, NY and the surrounding communities.

Financial Advisor Overview

Ellevest is the world’s first robo-advisor designed specifically for women investors. 86% of investment advisors are men who are over age 50. Consequently, the investment industry has a gendered bias towards men’s salaries, career paths, preferences and lifespans. That’s not good enough. So, we’re changing the game. By noting the structural differences in womens’ versus mens’ income trajectories, we account for the gender pay gap as well as life-cycle events such as childbirth and raising a family. We also calculate portfolio expected returns understanding that on average women will live longer than men and so need a longer period of draw-down in retirement. While Ellevest is primarily geared toward women, we also have many male or non-binary clients.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Government & Military, Mutual Funds, Getting Married, Retirement, Starting a Family, Women's Finances

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Helpful Financial Planning Resources