Rachelle Rodman, CFP®
Wealth Advisor

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Rachelle is a Wealth Advisor in the Beacon Pointe Mill Valley, CA office, where she walks alongside individuals and families to turn what can feel like an overwhelming financial landscape into a clear, approachable plan for the future. Drawing on more than a decade of experience in the financial services industry, she is devoted to guiding clients with empathy, transparency, and steady support every step of the way.

Rachelle holds dual B.A. degrees in Economics and Psychology from Wheaton College and is a CERTIFIED FINANCIAL PLANNER® practitioner. She is also an active member of the Beacon Pointe Women’s Advisory Institute. Rachelle and her husband reside in the Jackson, Wyoming area, where they enjoy an active outdoor lifestyle, including hiking, fishing, and skiing in their free time.