(209) 609-8241 | rachel@cwealth.biz
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Rachel has been a Financial Professional with New York Life since November 2007. She began her career in the insurance industry in 1991 working for an agency specializing in Employee Benefits. In January of 2000, she opened her own Employee Benefits practice and is the founder of Cornerstone Wealth Strategies & Insurance Solutions. Over the years she has grown it to include thousands of clients and an amazing staff.
Rachel has made membership to the Million Dollar Roundtable* (2018 – 2023) including Court of the Table (2020 – 2023). In 2022 she reached President’s Council** with New York Life.
In 2018 Rachel was asked to be the Political Involvement Leader for New York Life’s Stockton General Office, she enjoys serving her fellow agents in this role. In 2023 she was elected to New York Life’s PAC Steering Committee. She also participates in multiple professional study groups in which she has built lifelong friendships.
Rachel mentors many new agents within New York Life and looks forward to introducing new agents to the company through her role as Agency Associate recruiter.
Rachel and her husband Julio live in Stockton, CA. They have three wonderful daughters, Julie, Jennifer & Jessica. Julie lives and works in San Diego, CA, Jennifer works in Stockton, CA and Jessica is a college student. She’s an active member of her church as well as the Stockton English Cursillo Movement.