Rachel Infante is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Birchwood Financial Partners, Inc. in Edina, MN and the surrounding communities.
Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions.
She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.
Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Victoria with her twins Amelia and Austin. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.
Rachel began college pursuing a degree in Finance with aspirations of becoming a financial analyst in the corporate world. After just one course in personal finance that all changed. She knew her passion for helping people and Financial Planning were a perfect fit.
Prior to joining Birchwood, Rachel worked for a family owned financial planning firm for over ten years, including roles such as Financial Advisor and more recently Chief Compliance Officer.
Now that you are familiar with your credit report, you can start working to improve it. Once a creditor reports negative information to a...
Read More >
Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
Read More >
We are getting toward that time of the year again where we start to reflect on the events of the past year and look forward to the...
Read More >
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
Read More >
Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...
Read More >
In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...
Read More >
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
Read More >
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
Read More >
