Rachel Haberman, CFA
Assistant Vice President
Rachel joined Wealthspire in 2015 and has since become a dedicated financial advisor focused on empowering clients to take control of their financial futures. With expertise in family financial planning, estate, and inheritance strategies, Rachel helps clients navigate both day-to-day financial decisions and long-term goals. She’s known for her compassionate and relatable approach, making complex topics feel manageable for all clients.
Rachel works with a diverse range of clients, from first-generation business owners to retirees planning their legacies. She takes pride in delivering tailored financial plans that reflect each client’s unique circumstances. With Wealthspire’s collaborative support and resources, she provides comprehensive portfolio management, clear reporting, and guidance that prioritizes each family’s needs. Her commitment to financial literacy and personalized advising ensures that clients feel heard, informed, and supported every step of the way.
In addition to her advisory role, Rachel served on the firm’s Advisor Client Experience Committee, where she helped identify and implement best practices across the organization. In 2024, Rachel was recognized as one of Wealthspire's Rising Stars, highlighting her dedication to client service and her impact within the firm.
Rachel works with a diverse range of clients, from first-generation business owners to retirees planning their legacies. She takes pride in delivering tailored financial plans that reflect each client’s unique circumstances. With Wealthspire’s collaborative support and resources, she provides comprehensive portfolio management, clear reporting, and guidance that prioritizes each family’s needs. Her commitment to financial literacy and personalized advising ensures that clients feel heard, informed, and supported every step of the way.
In addition to her advisory role, Rachel served on the firm’s Advisor Client Experience Committee, where she helped identify and implement best practices across the organization. In 2024, Rachel was recognized as one of Wealthspire's Rising Stars, highlighting her dedication to client service and her impact within the firm.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
