Rachel Olivia Infante
Investment adviser representative at Birchwood Financial Partners, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$853.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Birchwood Financial Partners, Inc.Oct 2018 to now
- Commonwealth Financial NetworkApr 2015 to Jul 2017
- Fure Financial CorporationMay 2008 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Birchwood Financial Partners, Inc.
$853.2MAssets managed
763Clients
9Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5545731
- Firm CRD
- 169962