

Financial Advisor
Rachel Kossler
5330 College Ave Suite 230, Oakland, CA 94618opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Employee Stock Options
- Inheritance Guidance
- College Savings
- New Investors
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Employee Stock Options
- Inheritance Guidance
- College Savings
- New Investors
Personal Interests
- Spending Time with Family
- Community Outreach
- Traveling
- Gardening
- Music
Team Members
Diane RicoSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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