Rachel Alleman
CFP®
Director
- Shareholder
Rachel is a Director in Pathstone’s Bellevue office. She serves as the Team Lead for Senior Advisors and Advisors in the Bellevue office. She also serves as both the main point of contact and support to multiple high net worth clients and their families, working through a range of financial planning and investment related topics. She partners with clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement and estate planning issues. Rachel joined the firm after 19 + years with Cornerstone Advisors, Inc. where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives in addition to managing a team of Associates. Rachel is a Partner of the firm.
Rachel is a graduate of Seattle Pacific University, in Seattle, Washington where she earned her Bachelor of Arts degree in Business Administration, with concentrations in Management and Information Systems. She is a Certified Financial PlannerTM professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Rachel is a Director in Pathstone’s Bellevue office. She serves as the Team Lead for Senior Advisors and Advisors in the Bellevue office. She also serves as both the main point of contact and support to multiple high net worth clients and their families, working through a range of financial planning and investment related topics. She partners with clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement and estate planning issues. Rachel joined the firm after 19 + years with Cornerstone Advisors, Inc. where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives in addition to managing a team of Associates. Rachel is a Partner of the firm.
Rachel is a graduate of Seattle Pacific University, in Seattle, Washington where she earned her Bachelor of Arts degree in Business Administration, with concentrations in Management and Information Systems. She is a Certified Financial PlannerTM professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
