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Rachel E. Lauber

(518) 552-0110

rachel@philandnancyplanning.com

 
                                                           

Rachel Lauber, a detail minded and goal oriented professional, joined the practice in 2016 and is based in the Salem office. An ultra marathon competitor who speaks several languages, she has a BA from Rutgers University and a MA from the University of Chicago. Rachel's prior financial services experience includes Primerica Advisors where she served her clients as an Investment Adviser. Prior to that she spent eight years as an equity research analyst on Wall Street supporting investment managers and private clients while honing her skills in portfolio management and financial statement analysis. As a result of that experience Rachel realized that her career passion is to assist individuals, families and small businesses achieve their financial goals by helping them identify, implement and monitor their long-term financial planning needs. She is committed to the independent, client-first practice model and has plans to pursue her Certified Financial Planner designation in 2017. Rachel maintains securities and insurance licenses in multiple states and is a member of the Financial Planning Association of Northeastern NY. Rachel lives with her husband, daughter and three cats on 76 acres in Northern Rensselaer County.