Rachel Harstad

Rachel Harstad

Rachel Harstad

Rachel Harstad is grateful to be a part of CFSC since 2014. Rachel is a native Santa Rosan, and her family’s deep roots in Sonoma County extend three generations before her. She is honored to serve an organization devoted to making a positive impact in our community, in a way that benefits everyone who calls this beautiful place home… now and for generations to come.
Rachel came to CFSC after 12 years in the financial planning business, where she became fully licensed as a paraplanner. Her lifetime love of learning and analysis was a great fit for the complex investment world. Over time, she realized her greatest sense of fulfillment came from helping individuals and families develop and reach their personal financial goals. This expanded into a desire to make a bigger impact on the community for the betterment of everyone, no matter their means.
Rachel’s depth of experience also includes running a small office, handling the books for a general and electrical contractor, and performing tech support. She will proudly tell you she’s been geeking since she first laid eyes on an Apple II as a child. When she is able to peel herself away from her computer, she does enjoy hiking and photography, as well as relaxing and eating delicious food with her husband Jason.


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