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Rachael Gerjets, CFP®

Rachael Gerjets, CFP®

Administrative Assistant/Paraplanner

Followers of Rachael Gerjets, CFP®134 followers
location of Rachael Gerjets, CFP®Linthicum Heights, Maryland, United States

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  • Timeline

  • About me

    Director of Client Services, CERTIFIED FINANCIAL PLANNER™

  • Education

    • University of Maryland Global Campus

      -
      Bachelor of Science Business Administration; Minor in Personal Financial Planning

  • Experience

    • Charter Financial Group

      Sept 2012 - May 2014
      Administrative Assistant/Paraplanner

    • Foundation Financial Advsiors, Inc.

      May 2014 - Jul 2017
      Client Services Associate

    • Foundation Financial Advisors, Inc.

      Jul 2017 - May 2023
      Registered Client Relationship Manager

    • Foundation Financial Advisors, Inc.

      May 2023 - now
      Director of Client Services

  • Licenses & Certifications

    • FINRA Series 66 Registration

      FINRA (Financial Industry Regulatory Authority)
      Oct 2017

    • Leadership and Ethics

      University of Maryland Global Campus
      Dec 2022
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Apr 2024
      View certificate certificate

    • FINRA Series 7 Securities Registration

      FINRA (Financial Industry Regulatory Authority)
      Jul 2017

  • Volunteer Experience

    • Foster

      Issued by Babes 4 Bullies on Jan 2014
      Babes 4 BulliesAssociated with Rachael Gerjets, CFP®

    • Foster

      Issued by Animal Allies Rescue Foundation (AARF) on Oct 2014
      Animal Allies Rescue Foundation (AARF)Associated with Rachael Gerjets, CFP®