Rachel Gottlieb, Cfp®,Cdfa™
About Rachel Gottlieb, Cfp®,Cdfa™
Rachel Gottlieb is a Managing Director at UBS Financial Services Inc., overseeing over 1.5 billion dollars in assets at Gottlieb Rose Wealth Management. She specializes in multi-generational planning and has authored a book on financial literacy for children.
Work at UBS
Rachel Gottlieb currently serves as Managing Director at UBS Financial Services Inc., a position she has held since 2020. Prior to this role, she worked at UBS for 18 years as Senior Vice President in Wealth Management, where she gained extensive experience in managing client assets and providing financial advice. During her tenure, she developed a strong focus on multi-generational planning, helping clients navigate complex financial landscapes.
Education and Expertise
Rachel Gottlieb earned her Bachelor of Science degree in Finance and Marketing from Lehigh University College of Business, completing her studies from 1998 to 2002. Her educational background laid the foundation for her expertise in wealth management and financial planning. She holds certifications as a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA™), which enhance her ability to assist clients in various financial situations.
Background
Rachel Gottlieb has a robust background in wealth management, having managed over 1.5 billion dollars in assets at Gottlieb Rose Wealth Management. Her experience spans multiple roles in the financial services industry, with a significant portion of her career dedicated to UBS Financial Services Inc. She specializes in transitional events that affect clients, such as business sales, retirement, family planning, and divorce.
Achievements
Rachel Gottlieb has been featured and quoted in major publications and networks, including Barron's, Forbes, Fox, Fortune, Vogue, and The Wall Street Journal. She authored 'Zac's Dollar Dilemma,' a book designed to teach children essential financial literacy skills, including saving, spending, giving, and investing. Additionally, she holds the Athlete and Entertainer Consultant designation, reflecting her specialized knowledge in managing the financial needs of high-profile clients.