Rachel Bargebuhr, FPQP

Client Relationship Specialist at JFS Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Pittsburgh, Pennsylvania, United States, US

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Credentials

  • Financial Planning Qualified Professional
    College of Financial Planning
    Jun, 2016
    - Sep, 2024
  • PA Notary
    Commonwealth of Pennsylvania
    May, 2014
    - Sep, 2024

Experience

  • JFS Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Specialist
      • Dec 2012 - Present

      JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors is a registered investment advisor (RIA), offering fee-based wealth management, investment strategy, and retirement planning to individuals, businesses, non-profit organizations, and trusts. Our team of 70+ employees serves over 1,000 clients in over 30 states, with assets under management approximating $2.0 billion.

  • H. L. Zeve Associates
    • Client Relationship Specialist
      • Sep 1995 - Dec 2012

Education

  • University of Pittsburgh
    -

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