Rachel Bubb (CRD# 6989425) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 5 years of experience in the finance industry. Rachel Bubb 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.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2922342
Infinity Financial Services Advisory
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kwb Wealth | Redlands, CA | May 2020 - Current | 3 |
| Lpl Financial, LLC | Redlands, CA | Jul 2018 - Current | 5 |
| Playa Viva | Juluchuca, | Feb 2018 - May 2018 | < 1 |
| Butler Green Farms | Bainbridge Island, WA | Mar 2017 - Nov 2017 | < 1 |
| Wine On Piedmont | Oakland, CA | Nov 2016 - Feb 2017 | < 1 |
| Dashe Cellars | Oakland, CA | Aug 2016 - Nov 2016 | < 1 |
| Full-time Education | Berkeley, CA | Aug 2015 - May 2016 | < 1 |
| Cal Alumni Association | Berkeley, CA | May 2015 - Aug 2015 | < 1 |
| Full-time Education | Berkeley, CA | Aug 2014 - May 2015 | < 1 |
| Cal Alumni Association | Berkeley, CA | May 2014 - Aug 2014 | < 1 |
| Full-time Education | Berkeley, CA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
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Total Assets Under Management854MILLIONS
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Total Number of Accounts2,716ACCOUNTS
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Average Account Value$314,408
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, HI, ID, MT, NM, NV, OR, PA, TX, UT, WA
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