As a Managing Director in Pathstone’s Bellevue, WA office, Rachele is responsible for advising families and single-family offices on a variety of wealth management and estate planning topics. She has over 20 years’ experience working with multi-generational wealth.

Prior to joining Pathstone, Rachele held a similar role with Cornerstone Advisors and previously ran her own financial planning business, where she not only advised clients but provided advanced training for other advisory firms.

Rachele earned her bachelor’s degree in Biology, with a concentration in Dance, from Harvey Mudd College and believes that complex planning for her clients is an art and a science. She is a Certified Financial Planner™, Chartered Financial Consultant®, and Accredited Estate Planner®.

Rachele grew up in the San Francisco Bay Area but has called Seattle home for the last 20 years. She is a past-president of the Bellevue Rotary, serves on the Foundation Board of Overlake Hospital and is actively involved with the local French community. She lives in Bellevue with her husband and daughter.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.