Rachel M. Vergari, CLU®, ChFC®, CLF®, CASL®, LUTCF®, CLTC
Financial Services Professional
Born and raised in Massachusetts Rachel went directly into the Financial Services Industry upon graduating college from the University of Rhode Island with a degree in Finance. After starting her career in Rhode Island, just six months later she transferred to New Jersey and despite not having a large personal network at all, she had big aspirations as a top performer. She spent the next two and a half years building clientele as an investment professional achieving various awards and achievements. Due to her career’s early success and her love for working with others, she was asked to enter management as a Developer.
Rachel earned her FINRA Series 26, Series 63, Series 6, Life and Health Insurance licenses as well as some of the industry’s top professional Financial and Retirement designations from the American College, CLU®, CHFC®, CLF®, CASL®, LUTCF®, CLTC. During her 14 years in management, Rachel directly mentored hundreds of new professionals, agents, and advisors, worked with thousands of families, business owners, and professionals concentrating on their Retirement, Accumulation, Protection and Estate Planning goals. In addition, based on her expertise, Rachel has been brought in to help roll out employee benefit programs to some of NJ’s largest employers. During those 14 years she managed to balance a career and raise 3 small children, but always wanted to return to her roots; operating her own practice and assisting clients in making their most critical financial decisions with peace of mind. Rachel is extremely passionate about her work; helping professionals and businesses make smart decisions using simple strategies in a tax* efficient manner.
On a more personal note she is the spouse to Shane Vergari, and a mother to Sophia, Grace, and Charlie. She and her family reside in New Jersey. In their downtime as a family they enjoy traveling, skiing, camping, and attending their children’s sporting events just to name a few. Rachel is an active volunteer and supporter of Make-A-Wish New Jersey, the Alzheimer’s Association, and a previous board member of The Millstone District’s PTO. Rachel is a career professional, an active resident in the community, a wife, a mother of three and has an undeniable love for life. “Live for today and plan for tomorrow”.
