Rachael A. Finnegan, FPQP®
Client Relations Manager
About Rachael A. Finnegan
- Rachael was born and raised in Eldridge.
- She went to college at the University of Northern Iowa where she graduated with a Bachelor of Arts Degree in Business Administration and Marketing.
- Rachael is very close to her family and friends, many weekends they spend traveling to explore somewhere new together.
- Rachael and her boyfriend, Keith, are heavily involved in recreational activities such as bowling, volleyball, baseball, and golf.
- Rachael has a background in the banking industry where she worked for a credit union for over five years.
- Rachael received her Financial Paraplanner Qualified Professional™, FPQP® designation through the College for Financial Planning.
Pet
Golden Doodle named Jax
Walking partner and always excited for a pup cup!
Favorite
Date Night
Spot
Mexican
Anywhere with steak tacos, chips & queso, and a margarita.
Best
Vacation
Spot
Grab my passport, hop on a plane to an island with a sunny beach!
Favorite
TV
Show
The Rookie
My most recent binge. Love all the action and drama!
Favorite
Type of
Music
Live Music Enthusiast
Any type of music, anywhere, always puts me in a good mood!
My
favorite
hobby
Cooking and Baking
I love to cook and bake in my free time. Something about a warm hot meal makes happy people and good memories.
*Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.