• Founder, Principled Solutions
• Member, Financial Planning Association
• Certified Financial Planner (CFP^TM) credential
• Board of Directors, Peninsula Humane Society, San Mateo, California
• Board of Directors, Challenge to Learning, San Francisco
• Member Rotary Club of Woodside/Portola Valley
• MA, Stanford University
• BA, Elmira College (NY)
• University of San Francisco, Certificate in Personal Financial Planning
• Flight Attendant, Pan American World Airways, United Airlines
• FINRA Registrations - Series 7 and 24 held with LPL Financial
• California Life, Disability and Variable Contract License
• California Insurance License #0682253

RACHEL WAGNER, MBA
serving individual clients since 2006

• Founder, SF BAY Benefits providing retirement and employee benefit plans http://sfbaybenefits.com
• 20 years experience in strategic planning and financial analysis making her uniquely qualified to identify key issues in complex situations
• Has developed strategies for a broad range of clients, including large corporations, non-profits, small businesses and entrepreneurs
• Rachel began her career in management consulting for Booz, Allen and Hamilton based in New York
• Prior to launching SF Bay Benefits, from 1999 to 2003, Rachel served as Director of Strategic Planning and Corporate Development for Agilent Technologies, the $9 billion spin-off from Hewlett Packard.
• Board of Directors, Trust for Conservation Innovation, San Francisco
• Accredited Investment Fiduciary® designation from the Wharton School, University of Pennsylvania.
• Masters Degree in Business Administration, Stanford University
• Bachelor's Degree, magna cum laude, in Economics, Yale University
• FINRA Registrations - Series 7 and 66 held with LPL Financial
• California Life, Health, Disability and Variable Contract Licenses
• California insurance license #0F31367
• Rachel lives in San Francisco with her husband and son