Скачать или смотреть Rachel Füss, CFP® - Pure Financial Advisors

Northwest native Rachel Füss is a Financial Planner for Pure Financial Advisors’ Mercer Island branch in the Greater Seattle, Washington area. Rachel has a lifelong passion for educating and helping others. After completing her Master of Public Health (MPH) at Emory University, she served over a decade in the public health sector doing research and providing health education on the local, regional, state, and national levels.

She made the leap to finance to help people maximize their potential to reach their most important life goals and to leave a meaningful legacy to their families and communities. Rachel takes a holistic approach to planning and her care and concern for her clients is exhibited through her warm collaborative and educational approach. She is also passionate about educating and empowering women to take charge of their financial futures.

In 2012, Rachel began building her financial advisory practice at one of the nation’s oldest and largest full-service investment firms. She later served on the Regional Leadership Team as the Field Trainer Leader and helped educate Field Trainers and onboard new Financial Advisors. She traveled nationally as a Visiting Veteran to mentor newer Financial Advisors.

Rachel is excited to join Pure’s Seattle-based branch, she respects Pure’s fiduciary focus as integrity is a cornerstone of her practice. She is eager to introduce clients to the firm’s team approach to client service which she believes it is a cut above what many other firms offer.

Rachel is fluent in the areas of investing, gifting, estate & tax planning, risk management, and retirement strategies as well as portfolio management.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
MPH - The Master of Public Health (MPH) is a postgraduate degree that is awarded to students who have trained to become public health practitioners to work in government, non-profits, or in industry work with communities, implement and evaluate public health programs, and/or help raise public awareness of best health practices. Most programs focus on 5 core areas: Biostatistics, Epidemiology, Environmental Health, Health Policy, and Health Administration, and Social and Behavioral sciences.
AAMS® - Individuals who hold the Accredited Asset Management Specialist℠ or AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.