Rachel King had more than three years of experience in the financial services industry when she joined EP Wealth Advisors in 2023. Rachel previously served as a Financial Advisor at Valeo Financial Advisors, and began her career at Charles Schwab. She holds FINRA Series 66, Series 7 and SIE credentials. Rachel always has been passionate about wealth management and helping educate people about finance. She enjoys helping clients meet their goals and achieve their own financial independence. As part of the EP Wealth team she’s excited by the opportunity to gain new insights into how to be the best possible advisor, and to implement them in her own style. Outside the office, Rachel enjoys spending time with her fiancé and their golden retriever “Moose.” You can often find her skiing on the winter weekends and camping in the summer. This year she’s hoping to get her first dirt bike. An enthusiastic traveler, Rachel also is working to visit 30 countries by the time she’s 30—only six more to go!
Saint Louis University, Bachelor’s Degree, Data Analytics