Rachel Coia

Rachel Coia

Financial Planning Assistant

Rachel currently works to provide excellent client relationship support for the team of Christopher Marks and Cynthia Vance. She has since obtained her Life, Accident and Health Insurance license and has obtained her Series 7 Security registration held through LPL Financial. 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.