Rachel Seaton, CFP®, CPWA®, ChFC®

Wealth Advisor

Littleton, Colorado

Contact Rachel

Rachel advises individuals and multigenerational families on preserving, growing, and transitioning substantial wealth. She designs custom strategies for liquidity events, business sales, trust structures, and legacy planning, integrating investments, taxes, estate considerations, and family governance.
Rachel joined EP Wealth in 2023 and brings several years of experience in the financial services industry. She earned a Bachelor’s degree in Data Analytics from Saint Louis University and holds both the CERTIFIED FINANCIAL PLANNER™ designation and the Certified Private Wealth Advisor® credential.
Rachel’s approach is analytical, personalized, and education-forward. She clarifies trade-offs, coordinates advisors, and provides clear roadmaps, believing thoughtful structure and communication help sustain wealth across generations.
Raised in Evergreen, Colorado, Rachel enjoys spending time with her husband and their golden retriever, Moose. She skis in the winter, camps in the summer, and has traveled to 26 countries.