Rachel founded Robasciotti & Philipson in 2004 and continues to head the firm as one of its two partners, directing its overall policies and strategies. She oversees the firm’s financial consulting and investment management services and maintains compliance with industry regulations. Rachel’s focus is the firm’s clients, ensuring that she and the firm understand each client’s specific needs and goals.
Prior to founding Robasciotti & Philipson, Rachel was a business strategist at Prudential Financial and the top financial planner at MetLife Securities. She ultimately chose to found her own firm because she wanted freedom from the obligation to sell proprietary products that were not always appropriate for clients. Rachel decided to start Robasciotti & Philipson to provide completely independent advice that puts advisors on the same side of the table as clients, using a model that ties advisor compensation directly to the services that benefit clients most.
Rachel is a graduate of the University of California at Berkeley, where she studied economics. Before founding the firm, Rachel obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. Rachel serves on the board of directors of the Horizons Foundation and is the former co-chair of that organization’s Professional Advisors Council, which provides professional education for LGBT advisors. Previously, she served on the boards of Face Value and the Foundation to End Sexual Violence. She is the founder of LGBTQ Tech Philanthropists, a community of young donors in technology and also served for seven years on the board of the National Center for Lesbian Rights. Rachel lives with her wife in San Francisco.