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

Rachel Wilder CFP®, RICP®, and ChFC®

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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

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.

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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)

DISC behavioral profile

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

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