Rachael Peirce
Senior Associate
Family Office Management Team
Rachael is a valued member of the Family Office Management Team where she is responsible for supporting the complex needs of the firm’s clients. She is passionate about working collaboratively with families to facilitate an enhanced client experience while navigating comprehensive goals-based integrated multigenerational investment, wealth, tax and estate planning techniques.
Rachael has spent the past twenty years in client services and relationship management within the financial services industry. She has worked with large multi-national firms and small boutique practices across wealth and investment management disciplines. Prior to joining TwinFocus, Rachael worked at a wealth management firm providing in-depth financial planning, asset management and tax preparation. Over her career she has gained extensive experience in financial services, account administration, estate settlement, financial planning strategies, asset allocation, tax planning strategies, and has developed a multi-disciplinary approach to client service.
Rachael graduated from California Southern University with a Bachelor of Arts degree in psychology.
Get to know Rachael.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would have a private practice in the mental health space, primarily focusing on health psychology. I have always had a passion for helping people, as well as an interest in health and wellness and how psychology plays a part in that.
What do you enjoy doing outside of work?
I am a true foodie at heart and love everything and anything to do with food. From cooking, to taking culinary classes, to trying out new restaurants and watching cooking shows. I also enjoy attending sporting events, hiking, boxing, and spending time with friends, family, and my dog Mari.
What do you enjoy most about your job?
I enjoy client services because it allows me to connect with people and make a positive impact. I love solving problems and finding creative solutions to meet customer needs.
What unique personal skills make you great at your role at TwinFocus?
In my professional career I have worked in a large investment firm, a small family operated firm, and somewhere in between which has given me a lot of exposure to various types of clients and a wide range of experience in the industry. I am driven, highly organized, and detail-oriented, which helps me to resolve issues efficiently and effectively. In having a focus in client services, it has taught me the importance of delivering an exceptional client experience and ensuring that the client feels valued, heard, and understood.