Rachel Schwab, CFP®

Rachel Schwab, CFP® has over five years of experience in the financial services industry. Rachel began their career in 2015 as a Trip Leader (seasonal) for the Birthright Israel Foundation. In 2016, they were a Business College to Corporate Intern at Vanguard. From 2017 to 2022, Rachel worked as a Product Manager at Vanguard, where they were responsible for product management and new product development for consumer facing digital advice products. Rachel also led an agile software team and collaborated with the Engineering team to architect, build, and maintain product functionality. Additionally, Rachel held various roles at Vanguard, including Relationship Management and Sales Supervisor, Flagship Services Team Leader, and they completed the Vanguard Accelerated Development Program. Most recently, Rachel has been a Product Manager at FP Alpha since 2022.

Rachel Schwab, CFP® holds a Bachelor of Science in Business Administration and Management, General from the University of North Carolina at Chapel Hill, which they obtained between 2013 and 2017. Prior to that, they attended American Jewish University in 2012 and 2013. In addition, they are a Certified Financial Planner (CFP) certified by the CFP Board since March 2021, and is also Series 63 and Series 7 certified.