Broker Check

844-WestPac

Rachel Novak

 

Rachel’s financial career began many years ago at her family's dinner table. As the daughter of an estate-planning attorney and psychiatrist, she grew up engaged in dinner conversation in New Rochelle, New York around the “fixing” of little old ladies’ finances and the suffering caused by mental illness. While some children tuned out, Rachel leaned in. Rachel’s combination of passion and intellect was joined by another unique pairing: art and athletics. As a competitive tennis player and creative artist, she attended Cornell University and later Christie’s Masters program for the Arts. As an artist, Rachel worked to create non-toxic printmaking solutions and later as a non-profit leader, facilitating funding for career artists.

The road from art world to financial professional was a personal journey for Rachel. In 2006, she experienced the power of sound financial planning, when she lost her beloved mother to cancer and also said good-bye to her maternal grandmother. Her mother’s solid planning meant early retirement and spending her last years with loved ones, but her grandmother’s sudden passing told another story: loss of much wealth due to a refusal to plan. These losses ignited Rachel’s passion to coach clients toward financial stability, with a philosophy rooted in the belief that preparation is one of few aspects we can control about the future.

As an nine-year veteran of the financial services industry, Rachel exercises her background and training to listen thoughtfully to clients and expertly enhance their financial balance. At West Pac Wealth Partners, she helps clients organize their finances, build wealth, and plan for better futures. Away from work, Rachel’s back at the proverbial dinner table, bringing together robust dinner parties, hikes, and trips to the Oregon Coast for friends.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 Centerpointe Dr. Suite 150 Lake Oswego, OR 97035 503.207.4550.  Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0H97606 | 2019-75146 | Exp. 02/21