CNJ+ October 2024

MEET LOCAL RESIDENT RACHEL M. VERGARI, CLF®, ChFC®, CLU®, CASL®, LUTCF®, CLTC® Financial Advisor*& Owner of GOODSTREET FINANCIAL, LLC **

For the 3rd consecutive year in a row Rachel has been se lected as among the BEST in STATE on the Forbes’ List of America’s Top Financial Security Professionals. Please see more about Forbes’s Best in State Financial Security Profes sionals ranking including the methodologies below. Originally from Massachusetts, Rachel entered the Finan cial Services Industry immediately after completing her de gree in Finance at the University of Rhode Island. Rachel put herself through college, juggling multiple jobs and in ternships including a private boutique brokerage in New port, RI, and a junior advisor for John Hancock in Prov idence, RI. Ultimately, she chose to establish her finance career at New York Life traveling between Boston, MA and Providence, RI. 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 per former, 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

list the last 3 consecutive years. See link below. Rachel is a career professional, an active resident in the community, a wife, a mother of three, serves as a member to many asso ciations and organizations including the NJ Home Builder Association and the Professional Women in Building. She is a multi-business and multi–Real Estate owner. A few of her projects include owning Card My Yard with local townie Jenn Pepe, a greeting lawn-sign company, Real Estate Ven ues: The Mountaineer Inn, located at Vail Resorts Mount Snow, VT and 506 on the River Hotel, Woodstock VT. Her most recent love has been establishing the DreamCatchers Youth Foundation; non-profit organization to benefit youth that has lost a parent serving our country in the line of duty either military or first responder as well as youth affected financially by illness or disease where funds are provided to offset medical expenses. Rachel is as passionate as they come and most importantly has an undeniable love for life. Her mantra continues to be, “Live for today and plan for the future.” https://www.forbes.com/sites/rjshook/2024/07/10/methodology-ameri cas-top-financial-security-professionals-2024/ Data provided by SHOOK®Research, LLC. Data as of 12/31/23. Source: Forbes.com (July, 2024). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to profes sionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to

asked to enter management as a Corporate Development Manager. For sev eral years Rachel directly mentored hundreds of new agents and advisors, worked with thousands of business owners, families and professionals con centrating on their Retirement, Accumulation, Protection and Estate Plan ning goals. In addition, she had been brought in as a specialist to roll out employee benefit programs to a wide array of NJ and NY largest employers. During that time she managed to balance a career and raise three small chil dren, but always wanted to return to her roots: operating her own practice and assisting clients in making their most critical financial decisions with peace of mind. Rachel is extremely enthusiastic about her work; helping

offer investments and securities products through those licenses. Ranking algorithm is based on qual itative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experi ence, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: as sets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings pro vide opinions intended to help individuals choose the right FSP and are not indicative of future per formance or representative of any one client’s expe rience. Past performance is not an indication of fu ture results. For more information, please see www. SHOOKresearch.com. SHOOK is a registered trade mark of SHOOK Research, LLC.

professionals and businesses make smart financial decisions using tax efficient strategies. Rachel has 22 years of extensive experience and has earned a multitude of FINRA Securities licenses, a Financial Adviser with Eagle Strategies LLC, has her Life & Health Insurance licenses, as well as the industry’s top professional Financial Planning and Retirement Planning designations from the American College; CHFC®, CLU®, CLF®, CASL®, LUTCF®, CLTC. On a more personal note, she is married to Shane, her col lege sweetheart and URI football Alum, and a moth er to Sophia, Grace, and Charlie. In their downtime as a family, they enjoy vacationing, skiing, RV-ing and attending their children’s sporting events just to name a few. Rachel is an active volunteer and sup porter of Make-A-Wish New Jersey, the Alzheimer’s Association, previous board member of her district’s PTO, and a coach to multiple Lacrosse teams. *Re cently she ranked #36 on the Forbes List of America’s Top Financial Security Professionals of more than 7,000 applicants and has remained on the Forbes

Rachel M. Vergari , CLF , ChFC , CLU , CASL , LUTCF , CLTC *Financial Advisor, Good Street Financial LLC** 3 Pheasant Run Millstone, NJ 08510 732-334-8557; rvergari@goodstreetfinancial. com CA Insurance Lic# 4246217 *Rachel M. Vergari is a Financial Adviser offer ing investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering secu rities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and wholly owned subsidiary of New York Life In surance and an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other inde pendent unaffiliated companies. **GoodStreet Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates.

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OCTOBER 2024