Rachel Sowers, CFP®
Senior Associate Wealth Advisor

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Rachel is a Senior Associate Wealth Advisor for the Beacon Pointe Mill Valley, CA office. She has nearly a decade of experience in the financial services industry and is passionate about helping clients gain clarity and confidence in their financial lives. Rachel enjoys supporting a wide array of clients with different financial situations and is especially drawn to working with healthcare professionals, an interest inspired by her husband’s career in medicine. She understands the unique challenges and time constraints faced by those in the field of medicine and is committed to helping them navigate their financial journeys with ease and efficiency. Rachel holds a B.S. in Biological Sciences and an MBA from Virginia Tech. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a member of the Beacon Pointe Women’s Advisory Institute. She, her husband, and their dog, “Otter,” live in Glen Ellen, CA where they enjoy hiking, visiting local wineries, and spending time outdoors and with family and friends. A lifelong equestrian, she has been riding competitively since the age of seven and continues to find joy in every trip to the barn.