- Financial planning, insurance planning and model analysis
- Portfolio trading and process control
- Lending and liquidity solutions
- Fluent in Spanish
- B. Riley Wealth Management, since 2015
- 22 years in industry
- Texas A&M University
Rachel Peña has over two decades of financial industry experience. A Houston native, Rachel was raised on the ideal of helping others and striving for excellence - two characteristics which make her well-suited to her career in wealth management. With exacting attention to detail, Rachel adds expertise in technical aspects of our business, including lending, investment planning, insurance and transitioning/organizing complicated financial situations for clients. The Berry Peña Wealth Management team advises high-net-worth individuals, multi-generational families and the next generation of wealth accumulators on investments, protection and transfer of wealth, with a particular focus on integrated planning between all aspects of the clients professional network.