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

Rachel Infante, CFP®

CSRIC™

Principal – Financial Advisor

Birchwood Financial Partners, Inc.

3300 Edinborough Way, Ste 610
Edina, MN 55435
FINANCIAL ADVISOR'S WEBSITE
(952) 885-9088 CONNECT WITH Rachel
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General

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.

Financial Advisor Overview

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 volunteers with the Minnesota Chapter of the Financial Planning Association serving on the Symposium committee. She’s also a member of Backing the Blue Line, a police wives organization supporting law enforcement families in Minnesota.

Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Victoria with her husband and toddler twins. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.

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Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered SRI Counselor™ (CSRIC™)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Retirement, Life Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources