Verified
Rachel Alisa Bubb is a financial advisor with KWB Wealth, an independent investment advisor firm. Rachel provides investment advisory services through KWB Wealth and has been with the firm since May 2020. Rachel has been in the financial services industry since October 2018. She is a Certified Financial Planner and a Chartered Financial Consultant. Rachel has a long history of experience in various industries and has a passion for helping individuals and families reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
05/15/2020 - Present
KWB Wealth (REDLANDS CA)
BOTH
Issued 12/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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