Rachel Infante, CFP® CSRIC®

Principal - Financial Advisor

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"With change comes new beginnings. It’s the ability to see the good things waiting on the other side."

Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions.

About Rachel

Rachel credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.

Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Chaska with her twins Amelia and Austin. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.

2022 Selected as a Five Star Professional

Five Star Wealth Manager Program
The Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The Five Star Wealth Manager award process includes:

Nominations by peers and firms:
Wealth managers, including SEC- and state-registered investment advisory representatives and registered investment advisors, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.

Objective selection process:
Award candidates are evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations.

Regulatory and consumer complaint process:
Feedback from consumer surveys will augment a regulatory history review.

Firm review:
Firms will have the option to provide input on award candidates from their firm, regardless of the nomination source.

Click here for detailed information on the Five Star Wealth Manager research methodology.
To learn more about Five Star Professional visit fivestarprofessional.com.

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Rachel 2
Me bf with kids-1
Rachel 3

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May 25, 2023
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