Rachel
Shin
Brio Financial Group
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About this Advisor
Rachel Shin is a financial advisor based in San Francisco, California, working with Brio Financial Group. Rachel has previously held positions at Kickin' Crab, Mccarthy Wealth Management, Fmb Wealth Management, Yeske Buie Inc, Brio Financial Group, and Cha2O. Rachel has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Rachel is part of Brio Financial Group, which operates out of San Francisco, California. The firm has 1 office and 18 employees. The firm manages assets totaling $699.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Brio Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brio Financial Group Brokerage Details
$699,436,909
18
2,899
$241,268
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rachel Shin Work History
Brio Financial Group
Yeske Buie Inc
Fmb Wealth Management
Mccarthy Wealth Management
Kickin' Crab
Cha2O
Disclosures
Please visit the SEC profile of Rachel Shin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brio Financial Group
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Denver, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
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