Rachel Coia, AIF®

Rachel Coia, AIF®

Financial Planning Assistant

Rachel currently provides client relationship support for the team of Christopher Marks and Cynthia Vance.  Since joining the firm, Rachel has obtained her New York State Life, Accident and Health Insurance License, her Series 7 and 66 securities Registrations held through LPL Financial. Most recently, Rachel has been awarded her Accredited Investment Fiduciary® (AIF®) Designation. Rachel began her career working in real estate investing with Offer Advantage as an Account Manager. She played a key role in many aspects of operations, but intensely managed the real estate assets, cashflow, and general accounting for the company.  Rachel attended Canisius College where she earned a B.S. in Finance and was a member of the Golden Griffin Fund, an elite student run investment portfolio.