Rachel Kramarchuk

MBA, CEPA®
Wealth Advisor

Meet Rachel

Rachel Kramarchuk is a Wealth Advisor based in Highlands Ranch, Colorado.

Rachel Kramarchuk is a Wealth Advisor who helps business owners plan for a fulfilling and successful transition into retirement. She focuses on financial planning, business exit planning, and tax strategies designed to help clients get the most out of the businesses they have built.

Rachel brings four years of experience in financial services and a prior 10-year career in hospitality, which continues to shape her approach today—centered on attentiveness, responsiveness, and delivering a well-run client experience. She holds an MBA from California Lutheran University, a bachelor’s degree from the University of Colorado Boulder, and the Certified Exit Planning Advisor (CEPA®) designation.

She is passionate about helping business owners create meaningful outcomes, whether that means building a legacy through succession or transitioning a business and using the proceeds to support retirement goals. Rachel serves on the board of the Exit Planning Institute – Denver Chapter.

Rachel lives in Centennial with her husband and two sons. Outside of work, she enjoys spending time with family, hiking, snowboarding, wine tasting, and playing board games.

Rachel Kramarchuk is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera or its registered representatives.

It’s not about ideas. It’s about making ideas happen.
Scott Belsky

Qualifications

Education
  • BA from University of Colorado, Boulder
  • MBA from California Lutheran University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • MBA
  • CEPA®
Professional Memberships
  • Board Member, Exit Planning Institute, Denver Chapter
It’s not about ideas. It’s about making ideas happen.
Scott Belsky

Carson Wealth

300 Plaza Drive Suite 300
Highlands Ranch, CO 80129
(720) 253-1174

Area of Focus

  • Pointer Image Exit Planning