CLF®, ChFC®, CLU®, CASL®, LUTCF®, CLTC® Financial Advisor*& Owner of GOODSTREET FINANCIAL, LLC **
For the 3rd consecutive year in a row Rachel has been selected as among the BEST in STATE on the Forbes’ List of America’s Top Financial Security Professionals. Please see more about Forbes’s Best in State Financial Security Professionals ranking including the methodologies below.
Originally from Massachusetts, Rachel entered the Financial Services Industry immediately after completing her degree in Finance at the University of Rhode Island. Rachel put herself through college, juggling multiple jobs and internships including a private boutique brokerage in Newport, RI, and a junior advisor for John Hancock in Providence, RI. Ultimately, she chose to establish her finance career at New York Life traveling between Boston, MA and Providence, RI. Just six months later she followed love and transferred to New Jersey. Despite not having a large personal network at all, she had big aspirations as a top performer, which she later achieved. She spent the next several years building clientele as an advisor. Due to her career’s early success and her love for working with others, she was asked to enter management as a Corporate Development Manager. For several years Rachel directly mentored hundreds of new agents and advisors, worked with thousands of business owners, families and professionals concentrating on their Retirement, Accumulation, Protection and Estate Planning goals. In addition, she had been brought in as a specialist to roll out employee benefit programs to a wide array of NJ and NY largest employers. During that time she managed to balance a career and raise three small children, but always wanted to return to her roots: operating her own practice and assisting clients in making their most critical financial decisions with peace of mind. Rachel is extremely enthusiastic about her work; helping professionals and businesses make smart financial decisions using tax efficient strategies. Rachel has 22 years of extensive experience and has earned a multitude of FINRA Securities licenses, a Financial Adviser with Eagle Strategies LLC, has her Life & Health Insurance licenses, as well as the industry’s top professional Financial Planning and Retirement Planning designations from the American College; CHFC®, CLU®, CLF®, CASL®, LUTCF®, CLTC. On a more personal note, she is married to Shane, her college sweetheart and URI football Alum, and a mother to Sophia, Grace, and Charlie. In their downtime as a family, they enjoy vacationing, skiing, RV-ing and attending their children’s sporting events just to name a few. Rachel is an active volunteer and supporter of Make-A-Wish New Jersey, the Alzheimer’s Association, previous board member of her district’s PTO, and a coach to multiple Lacrosse teams. *Recently she ranked #36 on the Forbes List of America’s Top Financial Security Professionals of more than 7,000 applicants and has remained on the Forbes list the last 3 consecutive years. See link below. Rachel is a career professional, an active resident in the community, a wife, a mother of three, serves as a member to many associations and organizations including the NJ Home Builder Association and the Professional Women in Building. She is a multi-business and multi–Real Estate owner. A few of her projects include owning Card My Yard with local townie Jenn Pepe, a greeting lawn-sign company, Real Estate Venues: The Mountaineer Inn, located at Vail Resorts Mount Snow, VT and 506 on the River Hotel, Woodstock VT. Her most recent love has been establishing the DreamCatchers Youth Foundation; non-profit organization to benefit youth that has lost a parent serving our country in the line of duty either military or first responder as well as youth affected financially by illness or disease where funds are provided to offset medical expenses. Rachel is as passionate as they come and most importantly has an undeniable love for life. Her mantra continues to be, “Live for today and plan for the future.”
Data provided by SHOOK®Research, LLC. Data as of 12/31/23.
Source: Forbes.com (July, 2024).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Rachel M. Vergari,
CLF , ChFC , CLU , CASL , LUTCF , CLTC
*Financial Advisor,
Good Street Financial LLC**
3 Pheasant Run
Millstone, NJ 08510
732-334-8557; rvergari@goodstreetfinancial.com
CA Insurance Lic# 4246217
*Rachel M. Vergari is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and wholly owned subsidiary of New York Life Insurance and an agent licensed to sell insurance through New York
Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated companies. **GoodStreet Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates.