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

Rachel Infante, CFP®


Principal – Financial Advisor

Birchwood Financial Partners, Inc.

3300 Edinborough Way, Ste 610
Edina, MN 55435
(952) 885-9088 CONNECT WITH Rachel
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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

Rachel 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 has a passion for helping those going through, or who have experienced a divorce. As one who has been through a divorce herself, with young children, she sympathizes with the shock and complexity this can bring. As a Certified Divorce Financial Analyst® professional, she helps those better understand the financial aspects of the divorce process and the unique financial planning that follows.

Rachel volunteered for many years with the Financial Planning Association, planning and coordinating an annual conference that brings lots of education to financial advisors each year. She is also involved with Best Prep as an e-mentor helping high school students learn more about financial planning and the importance of this throughout their lives.

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


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

  • Other - Chartered SRI Counselor™ (CSRIC®), CDFA®

Broker-Dealer Affiliation


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


Helpful Financial Planning Resources