Rachele Bouchand

Experience

• 

  Merrill Lynch

  Sept 1997 - Feb 2000

  Financial Consultant
• 

  Charles Schwab & Co.

  Mar 2000 - Nov 2003

  Regional Financial Planner/Financial Consultant
• 

  Merriman Capital Management

  Dec 2003 - Feb 2006

  Managing Advisor
• 

  Cawaring Financial Planning, LLC

  Dec 2006 - Jan 2011

  Owner

  I own an independent, fee-only financial planning company. I advise clients regarding their overall financial picture and work as a consultant. I do not receive any commisions or revenue by recommending products. In order to limit conflict of interest, I am only compensated by fees charged to provide financial advice.

• 

  Clark Nuber

  Jan 2011 - Jun 2016

  Director of Financial Planning

  We act as a third-party consultant and work on an hourly basis for clients.We provide comprehensive financial planning for high net worth clients where we look at your entire financial picture. We run scenarios to see how different decisions can impact your cash flow and net worth over time.For businesses and not-for-profit, we offer consulting, which can cover investment policy statements, reviewing retirement plans, interviewing and referrals to other professionals for your advisory team, and education. Show less

• 

  Ascent Private Capital Management

  Jul 2016 - Apr 2018

  Managing Director, Family Office Advisory

  Ascent Private Capital Management helps families and individuals of significant means with strategic wealth management and wealth impact services, including investment management, trust and estate, private banking, family office advisory, family education and communication, preparation of heirs, and family governance and philanthropy. For more information, visit ascent.usbank.com.

• 

  Cornerstone Advisors, Inc. (Bellevue, WA)

  Jan 2018 - Sept 2020

  Managing Director, Client Manager

  Cornerstone Advisors, Inc. was acquired by Pathstone Family Office, LLC on 9/30/2020. Rachele provides personalized financial guidance to every individual, family, and institution she serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Rachele builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. As an advisor, Rachele has been honored and humbled by becoming the first call for clients when they face some of life’s biggest challenges and opportunities both professionally and personally: -Empowering clients to make thoughtful decisions: As our clients consider financially meaningful life decisions such as transferring wealth or starting a business, Cornerstone works with them to provide rich context on the potential impact to their financial plans.- Navigating family decisions: Every family will experience challenging and difficult times; whether it is declining health, the passing of the loved one, or children in less than desirable circumstances. Cornerstone walks alongside our clients closely during these times; assisting with associated financial and administrative matters and connecting our clients with other resources as needed.By truly integrating into the lives of clients, Rachele is able to provide much more than financial advisement by building valuable and enduring relationships beyond the traditional transactional nature of financial services. Show less

• 

  Pathstone

  May 2018 - now

  Managing Director

  As a Managing Director in Pathstone’s Bellevue, WA office, Rachele is responsible for advising families and single-family offices on a variety of wealth management and estate planning topics. She has over 20 years’ experience working with multi-generational wealth.Prior to Pathstone's acquisition of Cornerstone, Rachele held a similar role with Cornerstone Advisors and previously ran her own financial planning business, where she not only advised clients but provided advanced training for other advisory firms.Rachele earned her bachelor’s degree in Biology, with a concentration in Dance, from Harvey Mudd College and believes that complex planning for her clients is an art and a science. She is a Certified Financial Planner™, Chartered Financial Consultant®, and Accredited Estate Planner®.Rachele grew up in the San Francisco Bay Area but has called Seattle home for the last 20 years. She is a past-president of the Bellevue Rotary, serves on the Foundation Board of Overlake Hospital and is actively involved with the local French community. She lives in Bellevue with her husband and daughter. Show less