![Rachael L. Selfridge](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Selfridge earned a B.S., summa cum laude, in Finance from Golden Gate University, where she was also named Outstanding Finance Graduate.
She holds the CERTIFIED FINANCIAL PLANNERä designation and is currently a Level I candidate in the Chartered Financial Analyst (CFA) program.
Her prior financial planning and investment experience include working with complex trust and estate issues as well as portfolio management at Wells Fargo Private Client Services.
In addition, she has a strong background in retirement plans, specifically those regulated by ERISA. She is a member of the Financial Planning Association (FPA) and is a volunteer for Hospice and Palliative Care of Contra Costa.
| Sociétés | Poste | Fin |
|---|---|---|
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Gestionnaire de Portefeuille-Actions | 30/09/2007 |
Wells Fargo Private Investment Advisors LLC
 Wells Fargo Private Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Wells Fargo Private Investment Advisors LLC
Wells Fargo Private Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Finance |
Golden Gate University
 Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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