Raleigh Ann Vachek, CFP®
Wealth Advisor | Principal
I was raised to go for my goals. Early on, I learned to strategize, focus, and systematically tackle whatever obstacles stood in my way. The feeling of accomplishment when I finally succeeded was so addictive that helping people reach their own milestones became my life’s work.
Financial planning and problem solving are my strong points, and I’m always searching for new ways to strengthen my skills through advanced training and professional development. Earning the Certified Financial Planner™ Professional designation early in my career was a major turning point because it represents everything I bring to the table when I sit down with clients. Integrity, objectivity, competence, fairness, confidentiality, professionalism — these qualities are my guideposts through every interaction and decision.
My own family serves as a constant reminder of what is truly important in life. My husband, John, and our daughters, Jade and Reese, are my everything. When I look at them, I know my work is helping families just like ours. And that’s a goal worth striving for.
Education & Professional Designations:
- University of Northern Colorado, Bachelor of Science, Business Administration
- Certified Financial Planner™ Professional (CFP®)
Memberships and Community Service:
- Idaho Women’s Charitable Foundation
- Board Member-Boise Schools Education Foundation
