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Rachel Sung-hee Shin

Brio Financial Group

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About Rachel Sung-hee Shin

Rachel Shin-hee Shin is a Certified Financial Planner™ professional and Investment Advisor Representative at Brio Financial Group. Rachel has a strong background in financial services, having worked in various roles at firms such as McCarthy Wealth Management and FMB Wealth Management. Rachel has a Series 65 license and has been in the industry since 2014. Brio Financial Group is a San Francisco-based firm with a focus on providing financial planning and investment management services to individuals, high-net-worth individuals, and businesses. The firm has a strong track record of success and is committed to providing its clients with personalized attention and customized solutions.

Firm Information

Rachel Shin is currently registered with Brio Financial Group. Brio Financial Group is an investment advisor based in San Francisco, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth clients. Brio Financial Group manages approximately $699 million in assets.
Brio Financial Group

19 SUTTER STREET

SAN FRANCISCO, CA 94104

$699.44M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachel Shin’s Registration & Firm History

CA

09/27/2023 - Present

Brio Financial Group (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/22/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Sung-hee Shin.
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