Rachel  Betzwieser,  CFP<sup>&reg;</sup> - Financial Advisor

Rachel Betzwieser, CFP®

7000 Harps Mill Rd, Ste 103
Raleigh, NC 27615-3239

General

Rachel Betzwieser is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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