Edward Jones - Financial Advisor: Rachel Goodman

Name: Edward Jones - Financial Advisor: Rachel Goodman
Address: Koloa, HI, 80108, US
Telephone: +17207762407

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Edward Jones - Financial Advisor: Rachel Goodman

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Edward Jones | Financial Advisor We love the outdoors, and you’ll often find us hiking, biking, skiing or cheering on our kids at their sporting events.

As an Edward Jones financial advisor, I believe in taking the time to truly understand what you’re working toward before we talk about investing your money. Equally important is understanding your comfort with risk so that we can create a strategy that aligns with both your goals and your confidence level. By working closely with you—as well as your CPA, attorney and other trusted professionals—I can help design a personalized financial strategy for you and your family. Whether you’re planning for retirement, saving for education or preparing for the unexpected, I’m here to help guide each step of the way. On a personal note, my husband and I are proud, active parents of two amazing kids and our energetic German Shorthair Pointer, Duke. I’ve been fortunate to call both Colorado and Hawaii home—two places that feed my love for both mountains and the beach. Helping others has always been at the heart of who I am. I chose a career in financial services because I truly believe I can make a difference in the lives of families in my community. I joined Edward Jones because their core values align with mine—and that partnership has only deepened my purpose. With my life experiences and industry knowledge, I’m well-equipped to help clients navigate complex financial decisions. My mission is simple: to help you connect your wealth to the people and causes you care most about—so together, we can build stronger families and communities. If any part of this message resonated with you, I’d love to start a conversation. Call my office today to schedule a complimentary 15-minute consultation. Let’s explore how I can support your financial journey.

10/22/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/19/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/16/2026

Happy Friday!
Spend time with someone you ❤️ this weekend.

10/15/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/08/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/07/2026

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—they carry forward. The right environment should recognize what you’ve already built. If you’re curious how your experience might translate, let’s start a conversation.

10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/01/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

Address

Koloa, HI
80108

Telephone

+17207762407

Website

https://www.edwardjones.com/us-en/financial-advisor/rachel-goodman?msockid=196178bb76a2623327b66e90775a6399

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