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Rachel Elizabeth Chacko is an Investment Advisor Representative at Petersen Hastings Wealth Advisors, Inc. with over 10 years of experience in the financial industry. Rachel has a Certified Financial Planner designation and holds a Series 65 license. She specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Rachel is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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WA
07/20/2022 - Present
Petersen Hastings Wealth Advisors, Inc. (KENNEWICK WA)
Active
Inactive
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