Rachel Harris

Rachel Harris

“There are no limits to what you can accomplish except the limits you place on your own thinking.”...
San Ramon, California, United States

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Work Experience

Sourjohn-Kim Retirement Solutions, LLC

Financial Planner/ Registered Investment Advisor

2022-09-01 - Present

David White & Associates

Administrative Assistant

2018-06-01 - 2019-05-01

Spectrum Wealth Partners

Director of Client Services and Planning

2015-02-01 - 2018-05-01

ValleyCare Health System

PAS Registrar

2006-09-01 - 2014-10-01

Providence Medical Center

PAS Registrar/Lab Clerk

2004-03-01 - 2006-03-01

Skills

401 defined contribution & defined benefit plans fiduciary consulting wealth management financial planning retirement planning executive benefits erisa governance asset management investment analysis & management fiduciary education

Languages

No Languages Available