Rachael V. Burns

TRUE WORTH FINANCIAL PLANNING LLC

Folsom, CA

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CRD#: 5321499

Professional summary

Rachael Victoria Burns, CFP®, who also goes by Rachael VIctoria Morton, is a registered financial advisor currently at TRUE WORTH FINANCIAL PLANNING LLC located in Folsom, California.

Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Rachael has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Biography

I am committed to continuing my education. I have 2 masters degrees: an MBA in Finance and a Masters in Personal Financial Planning, in addition to Bachelors in Business Administration. I have deepened my professional knowledge by earning the Certified Financial Planner®, Certified Divorce Financial Analyst®, and Certified Private Wealth Advisor® designations.

I am passionate about making financial advice accessible to those who have been underserved by my industry. I volunteer with Family Reach, providing pro bono financial planning to families affected by cancer. I also donate my time mentoring and coaching financial planning students at my alma mater, Sacramento State.

In my downtime, I enjoy trying out new Pinterest recipes, exploring local wine country, and chasing after my twin toddler boys.

Question & Answer

What are your service offerings?

Retirement Planning

Inheritance

Education Planning

Socially Responsible Investing

Comprehensive Financial Planni...

Tax Planning

Divorce Planning

Investment Planning

Insurance Planning

Estate Planning

Employee and Employer Plan Ben...

Life Transitions

Budgeting

Debt Management

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Divorce Planning

Fixed Fee (Subscription, Retai...

Millennials

Novice Investors

Women's Financial Planning Iss...

Are you a "fiduciary"?

Yes

Aliases

Rachael Victoria Morton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachael Victoria Burns's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

July 16, 2020 - Present

TRUE WORTH FINANCIAL PLANNING LLC

RIA

CRD#: 309744

Folsom, CA

Past

June 28, 2017 - July 6, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ROSEVILLE, CA

Past

June 28, 2017 - July 6, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ROSEVILLE, CA

Past

March 2, 2015 - July 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ROSEVILLE, CA

Past

March 2, 2015 - July 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ROSEVILLE, CA

Past

June 1, 2009 - February 23, 2015

MORGAN STANLEY

RIA

CRD#: 149777

SACRAMENTO, CA

Past

June 1, 2009 - February 23, 2015

MORGAN STANLEY

CRD#: 149777

SACRAMENTO, CA

Past

May 7, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

AUBURN, CA

Past

May 7, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

AUBURN, CA

Past

August 7, 2007 - September 10, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ROSEVILLE, CA

Past

July 3, 2007 - September 10, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ROSEVILLE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/20/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/24/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/2/2007

General Securities Representative Examination

Current Firm

TRUE WORTH FINANCIAL PLANNING LLC

CRD#: 309744 / SEC#:

California

Registered Investment Advisory firm - (7/16/2020 Approved)

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Contact information

Main Address

Granite Bay, CA

Mailing Address

Phone number

(530) 305-3452

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 21,058,203

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Rachael V. Burns

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachael Victoria Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2007

Series 7TO

Date: 8/20/2023

SIE

Date: 10/1/2018

Series 31

Date: 6/24/2008

Series 7

Date: 7/2/2007

Current Firm

TRUE WORTH FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE WORTH FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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