Rachel E. HarveyDirector of Client Services

    FUN FACT ABOUT ME: I am a two-time finisher of the 170.3 mile IRONMAN® Lake Placid Triathlon!

    Rachel E. Harvey

    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.

    Continuously in contact with our clients, Rachel heads up myriad services assisting with preparation and implementation of numerous aspects in the financial planning process. She takes great pride in the personal process of assisting people address their goals and objectives. Behind the scenes, she is actively involved in evaluating, testing and implementing new software initiatives and programs to complement our planning efforts.

    A FINRA Series 7 Registered Representative and New York Series 63 Licensee, Rachel plans to expand her credentials with the Investment Advisor Representative Series 65 designation. She holds B.S. in Finance from Excelsior College, in Albany, NY and has completed the prerequisite exams for the CERTIFIED FINANCIAL PLANNER™ practitioner designation through the College of Financial Planning.

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

    Check the background of this firm and investment professional on FINRA’s BrokerCheck.

    Please Note: Limitations.The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Vahanian is engaged, or continues to be engaged, to provide investment advisory services.

    Vahanian & Associates Financial Planning Inc.Lisa R. House