Advisor at Provident Living Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Provident Living Financial Services
Location
Atwater, CA 95301
Credentials
Series 65
Industry experience
9 years
Rachel Pierini is a financial advisor at Provident Living Financial Services with nine years of industry experience. She holds a Series 65 designation and has been with Provident Living since 2015. Outside of her advisory role, Pierini owns QB Business Solutions, LLC, which provides life and financial advocacy services, notary services, and administrative support. Provident Living Financial Services serves individuals, trusts, estates, nonprofit organizations, and business clients with discretionary portfolio management, financial planning, and group retirement plan investment management. The firm employs a blended advisory and financial wellness model, offering multi-tiered membership plans and concierge services alongside its investment programs.
Based on Provident Living Financial Services
Based on Provident Living Financial Services
Based on Provident Living Financial Services
Estate planning support technology platform: $1,500 one-time plus $500 per subsequent document builder session; Cathedral Legacy & Wealth Stewardship services range from $5,000 to $20,000 per occurrence depending on phase and client status.
$0 - $10,000,000: 0.50% $10,000,001 - $100,000,000: 0.25% $100,000,001+: 0.125%
Standard hourly rate for financial wellness & advocacy services is $200 per hour.
Membership fees (financial wellness & advocacy): DIY $60/month, Journey $100/month, VIP $400/month, VIP+ requires $10 million AUM; surcharges and discounts apply.
Fee-only: Financial wellness & advocacy services billed at $200/hour, billed in 15 minute increments.
1691 Third Street
Atwater, CA 95301
California · Texas
Provident Living Financial Services, Inc.
2017 - Present (9 years)
Provident Living Financial Services, Inc.
2015 - Present (11 years)
SELF-EMPLOYED
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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