Rachel Wilder CFP®, RICP®, and ChFC® in

Rachel Wilder CFP®, RICP®, and ChFC®

Critic · DISC type C
Financial Advisor at Eagle Strategies, LLC
📍 Alpharetta, Georgia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
26 Years
Current Role
Financial Advisor
Location
Alpharetta, Georgia, United States
Personality Overview

How Rachel shows up

Negotiator
ROI Driven
Critic

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Rachel cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2006
Financial Advisor
Eagle Strategies, LLC
9-2005
Financial Advisor
Wilder Wealth Strategies LLC
9-2005
Agent
New York Life Insurance Company
9-2005
Financial Service Professional
NY Life Securities LLC
5-1999 - 8-2005
Registered Representative
First Investors Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Business Administration (BBA)
University of Georgia - Terry College of Business
2009 - 2014
Chartered Financial Consultant Designation
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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