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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Rachel Elson
Wealth Advisor at Perigon Wealth Management


Rachel Elson, CFP® is a wealth advisor at Perigon Wealth Management, working largely with 20- to 40-something clients in the tech industry. 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 So 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 runner and cyclist, and a voracious consumer of music, theater, and other arts.

Agenda Sessions

  • How to use Direct Indexing Strategies to Differentiate and Grow your Practice


Speakers at this event