"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
"Enjoy the little things, for one day you may look back and realize they were the big things." - Robert Brault
Rachel M. Luken is a Senior Wealth Advisor with over twenty years of experience in financial services. Rachel joined the HoyleCohen team just prior to Joseph Cohen and Kevin Hoyle merging their practices in 2001. She continues to add tremendous value to managing client relationships, as well as contributing to the firm’s growing financial planning capabilities.
Rachel works with clients on their day‐to‐day planning and investment needs. She integrates all areas of a client’s financial picture in her planning approach, making sure income needs are met, and ensuring estate and tax matters are not overlooked. What she loves most about what she does is how she is able to provide clients with clear steps on how their wealth will enable them to reach those important life goals and vision for their future.
Rachel loves to help others and she makes herself available to clients and peers alike. She actively mentors the younger generation of up and coming financial planners at the firm and finds great satisfaction through helping others to succeed.
Rachel is a Certified Financial PlannerTM (CFP®) and her experience prior to HoyleCohen includes American Express, Financial Network Investment Corporation, and a prominent wealth management firm in Minnesota. She is a graduate of Gustavus Adolphus College in Minnesota and holds a Bachelor’s of Arts in Accounting.
Rachel is married with two young sons. She and her husband moved to San Diego in 2000 and opened The Rose of Poway, a specialized home for seniors suffering with Alzheimer’s disease. During her personal time, Rachel spends time with family, enjoying all the simple pleasures life has to offer.