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, New York and Seattle.
She sees her job as helping people make complex financial decisions, enabling them to map out their path toward – and beyond – financial independence. Her team at Perigon Wealth provides ongoing, holistic advice and high-level support/management around a wide range of financial tasks and decisions, from employer stock comp to effective tax planning, cash flow and smart charitable giving strategies.
Her service is provided on a fee-only basis, charging no commissions, to ensure the advice is unbiased and client-focused.
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 cyclist and newbie swimmer, 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, CFP®
Jake Sierka
Kolby Giddings
Rachel Elson, CFP®
Samantha Sharf Bloch
Sarah George, CFP®
Rachel's Latest Insights
What Is Dollar Cost Averaging – and Should You Be Doing It?
Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds.
Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s.
Invitation – Actionable Ideas for Living Your Values
We all face hundreds of choices each day — from the products we buy to the causes we support and the lifestyles we live.
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.