Rachel E. Harvey

Senior Client Services Manager
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P: 518-583-0891
F: 518-583-1617

Rachel has been in the financial services field since 1994 and has been an integral member of the team at Vahanian & Associates since April of 2000. Her past experience has proven to be a valuable asset to our office as she performs a wide range of tasks related to client and staff support.

In addition to overseeing our team’s ongoing administrative responsibilities, Rachel is actively involved in evaluating, testing and implementing new software services and programs to complement our planning efforts. She is consistently in contact with our clients, following up on multiple tasks while helping them prepare for goals and objectives they wish to address.

Rachel is a FINRA Series 7 Registered Representative and has passed the prerequisite exams for the CERTIFIED FINANCIAL PLANNER™ practitioner designation through the College of Financial Planning. Rachel’s educational background includes a B.S. in Finance from Excelsior College, in Albany, NY and she is a two-time graduate of SUNY Adirondack in Queensbury, NY holding an A.S. in Business Administration and an A.S. in Math & Science.

Rachel is an avid triathlete and enjoys myriad of other athletic pursuits.

 

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Contact Info

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866
Tel: 518-583-0891
Fax: 518-583-1617
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Important Disclosure

Vahanian & Associates Financial Planning Inc. (“Vahanian”) is a registered investment adviser located in Saratoga Springs, New York.

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