Rachel Kuss CFP® AIF® CRPS® is Vice-President of Kennebec Wealth Management in Durango Colorado. Rachel has 20 years of industry experience in wealth management services and has earned her series 7, 9 and 10 (held through LPL Financial) and 66 (held through Western Wealth Management) licenses as well as the Colorado Life/ Health/ Variable insurance licenses. Rachel is proud to carry on the legacy of the fiduciary standard in investment services founded by Paul Gervais and Kennebec Wealth Management.
Kennebec Wealth Management is named for Kennebec pass in the San Juans, where the locals enjoy the beautiful and challenging bike trails. In this spirit of these beautiful vistas and physical aspirations, Rachel enjoys bringing together all aspects of a clients’ finances in a coordinated effort to pursue specific financial goals.
Rachel works with individuals, families, and businesses to help them pursue their financial goals. As a Chartered Retirement Plan Specialist™ and Accredited Investment Fiduciary® Rachel is particularly well qualified to educate you on the design, installation, and ongoing fiduciary responsibilities and maintenance of all types of retirement plans.
As a CERTIFIED FINANCIAL PLANNER™, Rachel has completed the experience, ethics, and educational prerequisites as well as a rigorous, comprehensive exam testing 72 knowledge topics and how to apply them to real-life financial planning situations.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.