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Rachel Torres | Wealth Management Advisor | Medford, OR | U.S. Bancorp Wealth Management

wealth management advisor in Medford Rachel Torres

CFP®,
Wealth Management Advisor
U.S. Bancorp Investments

541.776.2504

Primary office
131 E Main Street
Medford, OR 97501
Get Directions to 131 E Main Street

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Grants Pass, Central Point, and Ashland. My experience in the financial industry started in 2004 and I became a Wealth Management Advisor in 2022. I hold a Bachelor of Science in business and finance from University of Oregon. California Insurance License 0G93591.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with the Rotary and serve as a board member of the Medford Rogue Rotary Club. In my free time, I enjoy attending my three kids' activities, spending time outdoors, hiking, and skiing.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

Meet my team