Rachael Cecere

Rachael Cecereimg_1740-427x640
Sr. Client Services Specialist
Phone: 412-341-2888 ext. 301
Fax: 412-341-0725

Rachael Cecere brings valuable client services experience to our firm. For eight years, Rachael managed top-level client services for a Fortune 200 bank. Rachael is license in PA for life and health insurance, and is also a certified notary. Rachel’s insightful understanding of the client-advisor relationship is rooted in her appreciation for the practical side of finance:

“After recently having our first child and working in this industry, you really learn that the value of planning for your future is not just for yourself anymore, but your family. That’s why Retirement, Life Insurance 529 Plans and Estate Planning are so important and are some things that people don’t always realize. Especially younger families..”

Rachel resides in Bethel Park, PA with her husband Jared, dogs Cooper and Ruby, and beautiful new baby daughter Bristol Renee.

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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