Rachel Infante
CFP®, CSRIC®
Birchwood Financial Partners, Inc.
Principal – Financial Advisor
Rachel Infante
CFP®, CSRIC®
Birchwood Financial Partners, Inc.
Principal – Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rachel Infante, CFP®, CSRIC®
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Rachel Infante is an Edina, MN fee-only financial planner. Birchwood Financial Partners, Inc. provides comprehensive investment management, retirement planning, and sustainable, responsible, impact investing to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rachel Infante is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions.
She 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 volunteers with the Minnesota Chapter of the Financial Planning Association serving on the Symposium committee. She’s also a member of Backing the Blue Line, a police wives organization supporting law enforcement families in Minnesota.
Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Victoria with her husband and toddler twins. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.
PROFESSIONAL AFFILIATIONS
Financial Planning Association (FPA)
Minnesota Chapter of the Financial Planning Association
National Association of Personal Financial Advisors (NAPFA)
CERTIFICATIONS
Certified Financial Planner™ professional
Chartered SRI Counselor™
EXPERIENCE
Rachel began college pursuing a degree in Finance with aspirations of becoming a financial analyst in the corporate world. After just one course in personal finance that all changed. She knew her passion for helping people and Financial Planning were a perfect fit.
Prior to joining Birchwood, Rachel worked for a family owned financial planning firm for over ten years, including roles such as Financial Advisor and more recently Chief Compliance Officer.
EDUCATION
Concordia University, B.B.A. in Finance
Rachel Infante is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Birchwood Financial Partners is a fee-only financial planning and investment management firm founded on the relationship we have with each and every client. Our team can help you identify how money intersects with your values and goals around family, meaningful work, lifestyle and giving back.
We help manage the complexities of your finances so that you can make informed financial choices. Many of these choices present themselves during times of life transitions such as marriage, retirement, inheritance, a suddenly single event and many more.
Our focus is your success now and in the future. Each person defines success differently. We spend time getting to know and understand what it means to you so that together we can help design a financial plan and investment portfolio to help you live your most meaningful life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rachel Infante is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rachel Infante is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Rachel Infante is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Rachel Infante is a Chartered SRI Counselor™ (CSRIC™)
Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Contact Rachel Infante
Office Locations:
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3300 Edinborough Way
Suite 610
Edina, MN 55435
