Rachel Matheson

My parents spent decades trying to convince me to join the financial industry. My dad had been an advisor for over 50 years, so they knew the business inside and out. But I had my own thing going. I ran an event business, and I loved it.

Then I sold that business right before COVID hit. Perfect timing, right? When the pandemic shut everything down, events disappeared completely. Companies weren't hiring. I had no clear direction. My parents saw an opening and made their pitch one more time. I finally gave in, thinking I'd ride it out until the world reopened and something better came along.

That was years ago, and it turns out, they were right. I genuinely love what I do now. I actually look forward to coming into the office and sitting down with clients. The work feels meaningful in a way I didn't expect. With events, I created experiences that lasted a day. Now I'm helping people build financial security that changes how they live for years.

I'm a Financial Advisor and have my Series 7 and Series 66 licenses. I studied at Sacramento State and hold a Bachelor of Science degree. Before this, I worked as a Registered Veterinary Technician, which taught me how to handle stressful situations calmly and explain complicated information clearly. Those skills serve me well now. My clients tell me they appreciate how fast I respond and how straightforward I am when walking them through their options. I'm a fiduciary, so my responsibility is always to do what's right for them, even if it's not the most profitable choice for me.

My focus is on wealth management, retirement planning, financial planning, and business planning. Because of my veterinary background, I particularly enjoy working with veterinarians. I understand the pressures of that profession and the financial challenges that come with it. What I find most interesting about this work is learning what matters to each person. Everyone has different priorities. Some want to retire early. Others want to grow a business or leave something for their kids. Figuring out what someone actually cares about helps me give advice that fits their real life, not some generic template.

My schedule outside work revolves around my family. My husband Brent and I have been married almost two decades. Our son Cian plays travel baseball, and our daughter Rhielle does All Star Cheer. Most evenings and weekends, I'm at a game, practice, or competition. I'm upfront with clients that I'm happy to meet outside normal hours, but it'll probably need to be over Zoom because I'm rarely home. The flexibility this job gives me to stay involved in their activities is something I don't take for granted.

I grew up bouncing between the Bay Area and Oroville, and now I live in Orangevale. When I'm not working or shuttling kids around, I read, cook, and stay active. I've always been interested in health and fitness. I also have two German Shepherds who work as service dogs, and I train with them whenever I get the chance. It keeps me focused and reminds me that good results come from patience and consistency, whether you're teaching a dog new commands or helping someone plan for retirement.