Rachel Podnos

JD, CFP®
Personal Finance, Retirement, Investing
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“Fee-only financial planning and wealth management”
Firm:

Wealth Care, LLC

Job Title:

Financial Planner

Biography:

Rachel Podnos obtained both her bachelor’s degree and law degree from the University of Florida, where she was a Gator cheerleader. Following law school, she became a member of the Florida Bar and joined a fee-only investment management firm in Bethesda, Maryland.  During this time, she completed her CFP® curriculum at Georgetown University. Rachel joined Wealth Care, LLC in 2014 as a financial planner.

Although Rachel and her team do not limit their practice to medical and dental practitioners, she has unique interests and experience in working with them, from residency through retirement.

Rachel brings a unique perspective with both legal and financial planning expertise to help review the many legal and liability issues associated with medical and dental practices.

Rachel works with people on a long-term basis as partners in achieving the things that are most important to them in life. Rachel and her team provide coordinated financial planning and investment management services, and consulting on areas such as tax planning, asset protection, and estate planning.

Education:

BA, Political Science, University of Florida
JD, Law, University of Florida

Fee Structure:

Fee-Only

CRD Number:

6271878

All Articles
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May 2017
    401(k), Retirement Savings
2 weeks ago
    Disability Insurance, Retirement Plans, Retirement Savings, Retirement, Personal Finance
June 2017
    Real Estate, Personal Finance

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