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Rachel Esker

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Rachel Esker

CFP®

Wealth Manager

Rachel joined Boulay Financial Advisors, LLC in 2020 and has been a Wealth Manager since 2023. Her passion for financial services is fueled by the opportunity to serve clients and help turn their dreams into goals. She enjoys strategic financial planning because it provides clients and their families peace of mind today and confidence for the future. Rachel assists with several areas of financial planning, including retirement planning and income tax planning. She believes that the tools, resources and knowledge available to clients at Boulay can truly “help them get there.”

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Involvement

    • Financial Planning Association

Education

    • University of St. Thomas, Opus College of Business—B.A. Financial Management, Summa Cum Laude
    • Dalton Education, LLC—CFP® Professional Education Program
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Series 65 Registered

Personal Interests

    • Traveling
    • Spending time outdoors hiking, biking and running
    • Wakesurfing
    • Reading
    • Exploring restaurants in the Twin Cities area

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