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Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

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Rachel Frame

Analyst

Rachel Frame is an Analyst at Wealthstream Advisors, Inc., where she works with the advisors to assist clients in making confident and informed decisions around retirement, tax and estate planning, and investment decisions. Rachel is passionate about working with clients to design an investment strategy that is fully integrated with all aspects of their financial lives.


Rachel is a recent graduate of Carnegie Mellon University, where she majored in Business Administration with a concentration in Finance and a minor in Global Systems Management. She previously interned with Charles Schwab in their Registered Investment Advisor program where she was able to gain hands-on experience in areas including client service, trading support, portfolio construction, and financial planning. These experiences led Rachel to pursue an opportunity with Wealthstream, where she can build client relationships and develop personalized solutions through a holistic and disciplined approach to help clients reach their financial goals.


Rachel grew up in Miami, Florida, and is excited to start her career in New York City. She will sit for the CFP exam in 2023. In her free time, Rachel enjoys cooking, exercising, following the Baltimore Ravens, and spending time with her family and friends.

Education

  • B.S. in Business Administration (Finance), Carnegie Mellon University