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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Rachel Elson
Wealth Advisor at Perigon Wealth Management


Rachel Elson, CFP® (she/her) is a wealth advisor at Perigon Wealth Management, providing full-service financial planning and wealth management services. Her clients tend to be in their 30s and 40s, many of them tech industry employees in San Francisco, Brooklyn and Seattle.
Before joining Perigon, she was a longtime personal finance journalist – most recently as the No. 2 editor at MONEY, but also at Financial Planning magazine, CBS MoneyWatch, and MSN Money.
Rachel serves on the board of Sō Percussion and is a frequent volunteer with Project Open Hand and Habitat for Humanity. She graduated from University of Pennsylvania and is a San Francisco resident, a longtime cyclist and newbie swimmer, and a voracious consumer of music, theater, and other arts.

Agenda Sessions

  • NextGen Mentor-Mentee Speed Dating

  • ELEVATE Roundtables


At this event