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Rachel Eaton

Senior Financial Advisor
Managing Director

Phone Number

(916) 771-1009

With over 20 years of experience, Rachel began her career in finance as a senior accountant at Deloitte, where she refined her analytical skills and developed a strong foundation in financial analysis and reporting.  From there she transitioned to some of the most prominent institutions in the industry, including Morgan Stanley and Merrill Lynch.  Rachel has demonstrated a commitment to excellence, leveraging her extensive experience to provide exceptional service and insightful guidance in wealth management.
 
With a deep commitment to comprehensive planning, she employs expert advising and strategic investing to help individuals and families navigate their financial journeys effectively. Rachel builds lasting relationships founded on trust and integrity, ensuring that every financial decision aligns with clients' long-term goals.

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