Rachel's Bio
Rachel Elson, CFP® (she/her) is a wealth advisor at Perigon Wealth Management, providing full-service financial planning and wealth management services. Her clients tend to be in their 30s and 40s, many of them tech industry employees in San Francisco, Brooklyn and Seattle.
Before joining Perigon, she was a longtime personal finance journalist – most recently as the No. 2 editor at MONEY, but also at Financial Planning magazine, CBS MoneyWatch, and MSN Money.
Rachel serves on the board of So Percussion and is a frequent volunteer with Project Open Hand and Habitat for Humanity. She graduated from University of Pennsylvania and is a San Francisco resident, a longtime runner and cyclist, and a voracious consumer of music, theater, and other arts.
Rachel's Team
Alexandra Quitko Baranski, CPA
Arthur Ambarik, CFP®
Danny McAuliffe, CFP®
Doris Chin
Gama Jimenez
Jake Sierka
Kolby Giddings
Rachel Elson, CFP®
Sarah George
Rachel's Latest Insights
Invitation: Barbie, Money and the Gender Gap
The megahit Barbie movie — in which director Greta Gerwig gave the iconic brand a subversive twist — has a lot of people talking about feminism, female stereotypes and women’s empowerment.
Invitation: How to Talk Money With Your Family
For many of us, money is a taboo subject within the family. But financial conversations can also be important and even necessary. What do existing estate plans look like? Do older generations intend to contribute to grandkids’ college or wedding bills or give everything to charity? Do family elders have enough to support themselves without family assistance? Do we need to add “financial support to parents” to our own financial plan?
Inflation! Recession! Market Volatility! OH MY! How do we handle scary economic news?
The news – coming at us from every channel, broadcast, blog, or tweet – can sound scary and grim. Inflation, potential recession, rapidly rising interest rates, the wildly gyrating stock market … It’s enough to make us want to tune out the news completely or throw our investment statements in the shredder unopened.