Rachel Schmelzer
Financial Planning Associate at Global Wealth Strategies & Associates - Gws&a
Based in Denver, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
21
Contact information
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r•••••••@gwsa.us
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Background
About Rachel Schmelzer
I began my financial services career with Nationwide in August of 2014, first supporting the Life Insurance team and then transitioning into Retirement Plans. A highly dynamic learner, I quickly adapted to the challenges that each different role entailed and relished the opportunities to grow my knowledge in various arenas of financial planning. I truly enjoy working with families as they travel though life’s journeys, guiding them towards building wealth, and ultimately in transitioning to retirement. During my time at Nationwide, I completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. I also hold the the Chartered Financial Consultant (ChFC®) and Certified Retirement Counselor (CRC®) designations. I was raised in Columbus, OH, where I also attended college at The Ohio State University, graduating with B.S. in Economics and an additional focus of study in Sociology. Outside of work, I am active in the community through volunteer work with animal shelters and animal welfare organizations. In line with my passion for animals and animal welfare, I love spending time with my own dogs, Sadie and Tag. I also enjoy skiing, hiking, traveling and am an avid runner. I completed my first half marathon in South Africa and my first full marathon in Steamboat Springs, CO.
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