Raquel grew up in Bishop, California. 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.
At WestPac Wealth Partners her goal is to perform above and beyond industry standard for all clients through organization, education, and the ability to perform strategic financial strategies.
Raquel and her team specialize in Tax Strategies and Solutions for closely held businesses/private practice owners to bridge tax and financial strategies. They leverage the business to build personal net worth (monies from business to personal). The tax and financial strategies are tailored to individual circumstances with IRS tax codes in mind. They review financial information and look to uncover opportunities and recapture monies leaking from the business balance sheet and reposition those monies for the client's benefit. They take advantage of tax strategies to help reduce tax liability. They understand the value of working side by side with their clients CPAs, attorneys, and other professionals allows them to form a strong team relationship where the client can win.
Raquel has served on the boards of Standing Together to End Sexual Assault; Latina Professional Alliance and is a member of the Santa Barbara Women Lawyers Foundation.* When she is not serving her clients, she enjoys hiking, biking, spending time with her family and reading at the beach.
*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. | 2023-148847 Exp. 1/25 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.