OUR TEAM

RACHEL M. WILDER, CFP®, CHFC®

FINANCIAL ADVISOR

PROFESSIONAL BIO

Rachel Wilder graduated from the University of Georgia with a bachelor's degree in Banking and Finance. Her love for helping people immediately led her to the financial service industry. She started her career with First Investors Corporation as a financial service representative. While at First Investors Rachel developed an expertise in retirement planning, investment strategies, and matching her client's needs with the appropriate investment vehicle to reach their financial goals. After six years with First Investors, she decided to open her own practice with the goal of helping couples, individuals, and business owners with her expertise in comprehensive financial planning. Rachel joined New York Life/Eagle Strategies LLC in September 2005 which allowed her the opportunity to be independent while still having access to the extensive resources of a Fortune 100 company. This is how Wilder Wealth Strategies LLC was born. Rachel is passionate about continuing education and staying current with financial trends. Over the last 19 years she has acquired her FINRA series 7, series 66, series 63, series 6 registrations, state life and health licenses, along with her variable life and annuity licenses. Most recently Rachel completed her certification to become a CFP® or Certified Financial Planner. This designation is a formal recognition of her expertise in the areas of financial planning, insurance, estate and retirement planning. She also completed her Chartered Financial Consultant® designation or ChFC® through the American College. The ChFC® designation consists of 9 graduate level courses involving over 260 hours of continuing education that emphasizes advanced financial planning needs of individuals, professionals, and small business owners.

INDUSTRY ORGANIZATIONS

- ProVisors - member since 2019 and Alpharetta Group Leader since 2021

INDUSTRY AWARDS

- Five Star Wealth Manager for 13 years - Atlanta Magazine
- Women in Wealth 2024 - Fortune Magazine

PERSONAL BIO

LINDA GUERRERO

CLIENT SERVICES MANAGER

PROFESSIONAL BIO

Linda Guerrero started her career with Wilder Wealth Strategies as a Licensed Client Service Assistant in 2015. While at Wilder Wealth Strategies Linda continued her financial industry education with obtaining her FINRA series 6 and series 63 registrations. After eight years with Wilder Wealth Strategies, Linda’s position has grown and she is a registered service assistant and client service manager. She enjoys the relationships she has built with our clients throughout the years as they work toward their financial and retirement goals. Her focus is providing clients with peace of mind while giving our clients exceptional customer service.

PERSONAL BIO

PRIMARY OFFICE


3655 Brookside Pkwy
Suite 400
Alpharetta, GA 30022
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