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5 Centerpointe Drive
Suite 150
Lake Oswego, Oregon 97035

Rachel Novak

Rachel Novak

Financial Advisor


For many, understanding every aspect of personal finance can be daunting. From retirement to insurance, the decisions can be overwhelming.

That’s where I come in.

Whether you are just starting to accumulate wealth—I and team of professionals I work with have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

For more information about me and the team of professionals I work with and our services, please call. I would enjoy learning more about your goals and dreams.