Rachel Sowers, CFP®
Senior Associate Wealth Manager
Rachel Sowers is a CERTIFIED FINANCIAL PLANNER™ and Senior Associate Wealth Manager at Waypoint Wealth Partners. She brings 7 years of financial services experience to the firm and her clients. She has a strong passion for holistic financial planning, as it allows her to make a meaningful impact by helping them gain clarity and confidence in their financial futures. Rachel thrives on building strong, lasting relationships with clients and finds great fulfillment in guiding them toward their financial goals. She has a particular affinity for working with healthcare professionals, inspired by her husband’s career in medicine. Recognizing the unique financial challenges and time constraints they face, she is dedicated to helping them navigate their financial lives with ease and efficiency.
Rachel holds a B.S. in Biological Sciences and MBA from Virginia Tech. She and her husband recently moved to Glen Ellen, CA from their hometown of Richmond, VA.
What do you enjoy most about your role as a Senior Associate Wealth Manager?
I’m passionate about building meaningful relationships, helping people define their life vision and goals, and creating a plan that gives them confidence in their future. The most rewarding part is seeing those visions and goals come to life – it’s a priceless feeling.
What do you love to do outside of work?
I love being outdoors with my husband, dog, friends and/or family! Whether that be hiking, enjoying a local winery, or heading to the coast for an afternoon at the beach. I have been riding horses competitively since I was 7, so any chance to get to the barn is time well spent for me. After work you can find me walking our dog, at a workout or yoga class, followed by cooking up a good meal.
What makes you proud to be a part of the Waypoint team?
How much our team cares about taking care of our clients and each other! Being part of a team that values collaboration, constant learning, and an unwavering commitment to doing what’s best for our clients is incredibly rewarding.
What’s the best piece of advice you’ve ever received?
I have received a lot of good advice over the years, much of it finance related, but I always come back to “treat others as you would want to be treated.” To me, there is nothing more important than that and I live my day-to-day life by it.
Education & Credentials
B.S. in Biological Sciences, Virginia Tech
MBA, Virginia Tech
CERTIFIED FINANCIAL PLANNER® professional, CFP®
Member, Financial Planning Association (FPA), San Francisco