CNJ+ October 2023

MEET LOCAL RESIDENT RACHEL M. VERGARI*, CLF, CHFC, CLU, CASL, LUTCF, CLTC SR. FINANCIAL ADVISOR & OWNER OF GOODSTREET FINANCIAL LLC **

Born and raised in Massachusetts, Rachel went directly into the Financial Services Indus try upon graduating college from the Univer sity of Rhode Island with a degree in Finance. After working multiple jobs and putting her self through college, she settled on a career in finance in Providence Rhode Island. Just six months later she followed love and transferred to New Jersey. Despite not having a large per sonal network at all, she had big aspirations as a top performer, which she later achieved. She spent the next several years building clientele as an advisor. Due to her career’s early success and her love for working with others, she was asked to enter management as a Corporate Develop ment Manager. Over a period of 15 years Rachel directly mentored hundreds of new agents and advi sors, worked with thousands of business own ers, families, and professionals concentrating on their Retirement, Accumulation, Protection and Estate Planning goals. In addition, she has been brought in as a specialist to roll out em ployee benefit programs to a wide array of NJ and NY largest employers. During her years in executive management, she managed to bal ance a career and raise 3 small children, but al ways wanted to return to her roots; operating her own practice and assisting clients in mak ing their most critical financial decisions with peace of mind. Rachel is extremely passionate about her work; helping professionals and busi nesses make smart financial decisions using simple strategies in a tax efficient manner. Rachel has 21 years of extensive experience and has earned a multitude of FINRA Secu rities licenses, a Financial Adviser with Eagle Strategies LLC, has her Life & Health Insurance licenses, as well as the industry”s top profes sional Financial Planning and Retirement Plan ning designations from the American College;

dren’s sporting events just to name a few. Ra chel is an active volunteer and supporter of Make-A-Wish New Jersey, the Alzheimer”s Association, previous board member of her district”s PTO, and a Lacrosse coach. For the 2nd consecutive year in a row Rachel has ranked #48, best in state on the Forbes List of America”s Top Financial Security Profes sionals, last year ranking #38 Best in State. To date, SHOOK has evaluated more than 16,500 professionals for consideration in its rankings published by Forbes. These ad visors were filtered down from over 42,108 nominations based on SHOOK’s high quan titative and qualitative thresholds. Rachel is a career professional, an active resident in the community, a wife, a moth er of three, serves as a member to many as sociations and organizations including the NJ Home Builder Association and the Pro fessional Women in Building, just to name a few. She is a multi-business and multi — Real Estate owner. A few of her projects in clude Card My Yard with fellow townie Jenn Pepe where they met on the district’s PTO Board. Rachel & Shane’s most recent Real Estate purchase is The Mountaineer Inn, at Vail Resorts Mount Snow, VT. Rachel is as passionate as they come and most impor tantly has an undeniable love for life. Her mantra continues to be, “Live for today and plan for the future”. Rachel is taking on select new clients and believes, “Effective financial strategies can sometimes require a team of experts working together to serve your best interests. We are the quarterback who helps make sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our sub

Rachel M. Vergari*, CLF, ChFC, CLU, CASL, LUTCF, CLTC Financial Advisor, GoodStreet Financial LLC** 3 Pheasant Run Millstone, NJ 08510 732‑334‑8557; rvergari@goodstreetfinancial. com

ject-matter experts as needed. We look forward to working with you.” * Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings.

CHFC®, CLU®, CLF®, CASL®, LUTCF®, CLTC. On a more personal note, she is married to Shane for the last 17 years, a mother to Sophia 13 years old, Grace 12 years old, and Charlie 9 years old. In their downtime as a family, they enjoy vacationing, skiing, RV-ing, coaching and attending their chil

* Rachel M. Vergari is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and wholly owned subsidiary of New York Life Insurance and an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated companies. **GoodStreet Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates.

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CNJ+ | FORMERLY THE MILLSTONE TIMES

OCTOBER 2023