Rachel DeCarolis

CFP®, CeFT®

www.northstarfp.com

Biography

I am a bookworm and lifelong learner. Introvert. Thoughtful before I speak. Proud mom. Planner trying to balance living in the moment and preparing for what’s to come. Lover of tea and the lake. I believe that understanding your financial life and core values can empower you. I am empathetic and trustworthy. Team player and motivator. Grateful to be doing what I love.

I pursued a career in financial planning to combine my love of people and numbers. I have an MBA with a financial planning concentration from Bentley University, and a BA in Psychology from the University of Arkansas. I have been working in the financial services industry for over 12 years. I became a Certified Financial Planner™ professional in 2015 and a CeFT® in 2019.

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