Rachele Bouchand

Rachele Bouchand has over 20 years of experience in wealth management and estate planning. Rachele has held various roles throughout their career, including Managing Director at Pathstone, where they advised families and single-family offices on wealth management and estate planning topics. Rachele also worked as a Managing Director at Cornerstone Advisors and ran their own financial planning business, providing advisory services and advanced training for other firms. Prior to that, they were a Managing Director at Ascent Private Capital Management, specializing in family office advisory. Rachele also has experience as the Director of Financial Planning at Clark Nuber and as the owner of Cawaring Financial Planning, LLC. Rachele began their career as a Managing Advisor at Merriman Capital Management and worked as a Regional Financial Planner/Financial Consultant at Charles Schwab & Co. and as a Financial Consultant at Merrill Lynch.

Rachele Bouchand attended Harvey Mudd College from 1992 to 1996, where they obtained a Bachelor of Science degree in Biology. Rachele has also obtained several additional certifications, including the Accredited Estate Planner (AEP) from the National Association of Estate Planning Councils in January 2014 and the Certified Financial Planner (CFP) from the CFP Board in January 2001. It is also mentioned that Rachele Bouchand has a certification as a Chartered Financial Consultant (ChFC) from The American College of Financial Services, although the specific details including the obtained month and year are not provided.