Raquel grew up in Bishop, California. After graduating from Bishop Union High School, she moved to Santa Barbara where she attended Santa Barbara City College and transferred to the University of California, Santa Barbara. She graduated with degrees in Political Science, Spanish Literature and Chicano Politics. Thereafter, she obtained her Juris Doctor from Santa Barbara College of Law and worked in Workers’ Compensation Law prior to beginning her journey in financial services.
Raquel assists with all aspects of advanced planning and risk management. She works closely with Jonathan Barrera in helping their clients understand tax and financial strategies and maximizing their planning potential. They specialize in working with physicians, CPA’s, attorneys and executives of businesses.
Working with CPAs, attorneys, and other professionals with whom our clients work allows us to form a strong team relationship, enabling diligence in making sure each client’s financial plan is organized, efficient, and helps them become world class savers.
Raquel currently serves on the boards of Standing Together to End Sexual Assault; Latina Professional Alliance and is a member of the Santa Barbara Women Lawyers Foundation. *
At WestPac Wealth Partners we strive on organization, education and the ability to perform strategic financial strategies to those in need of a higher standard of planning. We strive to perform above and beyond industry standard for all our clients
*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I85913 | Not practicing law for Guardian or any subsidiaries or affiliates thereof. | 2021-127997 Exp. 10/23