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Rachel Alleman

CFP®

Associate Director

  • Partner

Rachel is an Associate Director in Pathstone’s Bellevue office.   She serves as the Team Lead for Senior Advisors and Advisors in the Bellevue office.   She also serves as both the main point of contact and support to multiple high net worth clients and their families, working through a range of financial planning and investment related topics.   She partners with clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement and estate planning issues.  Rachel joined the firm after 19 + years with Cornerstone Advisors, Inc. where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives in addition to managing a team of Associates.   Rachel is a Partner of the firm.

Rachel is a graduate of Seattle Pacific University, in Seattle, Washington where she earned her Bachelor of Arts degree in Business Administration, with concentrations in Management and Information Systems.  She is a Certified Financial PlannerTM professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Client Service Team

Investment Advisory

Certification

CFP®

Office

Bellevue, WA

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Rachel is an Associate Director in Pathstone’s Bellevue office.   She serves as the Team Lead for Senior Advisors and Advisors in the Bellevue office.   She also serves as both the main point of contact and support to multiple high net worth clients and their families, working through a range of financial planning and investment related topics.   She partners with clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement and estate planning issues.  Rachel joined the firm after 19 + years with Cornerstone Advisors, Inc. where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives in addition to managing a team of Associates.   Rachel is a Partner of the firm.

Rachel is a graduate of Seattle Pacific University, in Seattle, Washington where she earned her Bachelor of Arts degree in Business Administration, with concentrations in Management and Information Systems.  She is a Certified Financial PlannerTM professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.