Rachel Clawson, financial advisor Burlingamee CA

Rachel Clawson

CRD Number: 6622757
Current Firm: Mainstreet Financial Planning, Inc.

Rachel Clawson (CRD# 6622757) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Burlingamee, CA and has over 5 years of experience in the finance industry. Rachel Clawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
Mainstreet Financial Planning, Inc. Burlingame, CA Jan 2021 - Current < 1
Provest Capital Management LLC Lake Oswego, OR Feb 2019 - Jan 2021 1
Avier Wealth Advisors Bellevue, WA Apr 2018 - Apr 2019 1
Leidos Tuscon, AZ Mar 2017 - Apr 2018 1
Edward Jones Tucson, AZ Mar 2016 - Mar 2017 1
La Fitness Tucson, AZ Sep 2015 - Mar 2016 < 1
Chuze Fitness Tucson, AZ Sep 2015 - Dec 2015 < 1
Starbucks Colorado Springs, CO Dec 2014 - Aug 2015 < 1
Natural Wine Company Colorado Springs, CO Jul 2014 - May 2015 < 1
24 Hour Fitness Colorado Springs, CO Jul 2014 - Dec 2014 < 1
Dixon Recreation Center Corvallis, OR Jun 2010 - Jun 2014 4
Oregon State University Corvallis, OR Sep 2009 - Jun 2014 4
Windsor Oaks Vineyards And Winery Windsor, CA Jun 2013 - Nov 2013 < 1
Dr. Rose Vineyard Corvallis, OR Mar 2011 - Jun 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Rachel C. Clawson
Phone Number: 888-897-6743
Registered State(s):
  • CA
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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