Rachael Neil, CFP®

Rachael Neil is a partner and wealth manager for Bluerock Wealth Management. As one of the firm’s owners, Rachael executes the vision of Bluerock. With 20 years of experience in wealth management, she has worked in every aspect of finance, from operations to compliance to client relationships to portfolio management. Rachael’s passion is working one-on-one with clients to develop long-lasting, strong relationships that arise from having someone by their side with a deep level of knowledge in all aspects of financial planning.

“Financial planning is not just about money. We use strategies to take away anxiety about an area that is very personal for people. There aren’t many topics as personal as money. Clients often tell me that I have helped them alleviate their concerns and given them time to do what they enjoy, rather than worrying about their finances. It’s the greatest compliment I can ever receive.”

After growing up on a farm in North Dakota, Rachael moved to the San Francisco Bay Area and is a summa cum laude graduate of Golden Gate University with a bachelor’s degree in finance and a graduate certificate in financial planning. She has earned the CERTIFIED FINANCIAL PLANNER™ designation.

A resident of Alpharetta, Georgia, Rachael devotes her time outside work to her family, which includes her husband, their son, and a cuddly and mischievous puppy. She is an active volunteer at her son’s school, Fulton Science Academy Private School, as a room parent and member of the Mustang Support Organization.