Rachel Wagner has over 25 years of experience in strategic planning and financial services. Her diverse background makes her exceptionally well qualified to understand her clients’ needs, and to craft strategies to address them.
Rachel began her career in management consulting for Booz, Allen & Hamilton, based in New York. After earning an MBA from Stanford University’s Graduate School of Business, she held a number of strategic and financial planning roles with clients that included large corporations, non-profits, small businesses and entrepreneurs. Rachel served as Director of Corporate Development and Strategic Planning for Agilent Technologies, the $9 billion spin-off from Hewlett Packard.
After starting a family, Rachel left Agilent to form her own business, SF Bay Benefits, providing retirement and employee benefit plans to Bay Area companies. While running SF Bay Benefits, she met Joan Fuetsch and was inspired by her work in socially responsible investing and philanthropy. The two companies merged and Rachel took the helm of Principled Solutions. Joan and Rachel share a special interest in Guatemala, where Rachel adopted her son, and where Joan retired. Rachel is also a Board Member emeritus at T4CI, an incubator for environmental non-profits world-wide.
Rachel lives in San Francisco, where she spends her free time trying to keep up with (and cook for) her teenage son, an avid musician and soccer nut.
Helen joined us in 2016 as an independent advisor working from our branch office of LPL Financial. She is a CERTIFIED FINANCIAL PLANNER™ Professional, with over ten years’ experience. She specializes in financial planning, striving to make the complexities of finance approachable and attainable for all her clients. Helen devotes her spare time to many volunteer outlets, including support of local seniors, pro bono financial advice for women in crisis, and community engagement. Fascinated by culture and storytelling, she travels extensively and when home enjoys wine tastings and playing in her bocce league.
Joan Fuetsch founded Principled Solutions in 1985, after a successful (and adventure-filled) career as a flight attendant for Pan American World Airways and United Airlines. Now retired from the firm, Joan is an active philanthropist; she has served on the Boards of Directors of the Peninsula Humane Society, Challenge to Learning, and Riecken Foundation. Joan is a long-time member of the Woodside / Portola Valley Rotary Club. Her most current interest is in bringing digital educational content to remote villages in Latin America. Having travelled (almost) everywhere in the world, Joan has settled on Antigua, Guatemala as her new home.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer, an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and approximately 700 financial institutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. Learn more about LPL here.