Rachel Sung-hee Shin
Investment adviser representative at Brio Financial Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
11 years in the industry.
- Brio Financial GroupSep 2023 to now
- Yeske Buie Inc.Oct 2021 to Sep 2023
- Fmb Wealth ManagementOct 2019 to Oct 2021
- Mccarthy Wealth ManagementOct 2018 to Apr 2019
- Kickin' CrabApr 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brio Financial Group
Legal name: Brio Consultants, LLC
$1.1BAssets managed
804Clients
16Advisers
8 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
- 7046504
- Firm CRD
- 289889