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

Rachel Wilder CFP®, RICP®, and ChFC®

Login to view DISC.
Financial Advisor at Eagle Strategies, LLC
📍 Alpharetta, Georgia, United States

Rachel Wilder is an award-winning Financial Advisor and founder of Wilder Wealth Strategies. Recognized by Forbes and Fortune, she specializes in retirement income, tax reduction, and wealth preservation. A University of Georgia graduate, she holds CFP®, ChFC®, and RICP® designations, focusing on creating tailored financial plans for her clients.

Outside of work, Rachel is dedicated to her family. She is married to her husband, Scott, and they have two sons, Grant and Parker. She spends her free time cheering for her sons at their sporting events, rooting for the University of Georgia, and traveling to National Parks.

Inspired by her parents financial struggles, Rachel entered the industry to help people gain control over their finances.

Read the full overview →
Experience
26 Years
Current Role
Financial Advisor
Location
Alpharetta, Georgia, United States
Personality Overview

How Rachel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Rachel cares about

Retirement Planning
Her practice is centered around creating retirement income and distribution plans, helping clients navigate market downturns and overcome financial fears.
Tax-Efficient Strategies
Frequently writes and advises on strategies to reduce tax burdens, such as leveraging the step-up in basis and optimizing Roth contributions.
+5 more topics Login to view topics
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

Rachel Wilder – Profile. Featured in Eagle Strategies, LLC
See now
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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Eagle Strategies, LLC Employees

Explore more public profiles from related professionals.

Sam Strum, CFP®, ChFC®, CLU®
Sam Strum, CFP®, ChFC®, CLU®
Financial Advisor
Eagle Strategies, LLC
JC
Judy Cunningham
Director of Marketing & Operations
Eagle Strategies, LLC
 Jonathon Frey
Jonathon Frey
Financial Advisor
Eagle Strategies, LLC

More profiles

Discover additional public profiles from our index.

Sara Carter
Sara Carter
Human Resources Director
MILLER TRUCK LINES
 Ashlee O'Neil
Ashlee O'Neil
Associate Director, Brand and Digital Marketing
Leapfrog Brands
MV
Mario Vela
Director General
GNP SEGUROS
MN
Monica Neeley
Owner - CFO
TMS Delivery INC.
Unlock the full playbookSee exactly how to sell to Rachel. Free, 10 seconds.