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bill@tricirclefinancial.com
714-560-1679    

rachel@tricirclefinancial.com
714-560-9022    

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  2. Rachel Owens

Rachel Owens

Photo of team member
Rachel Owens
AIF
Financial Consultant
Phone: 
714-560-9022
Mobile: 
714-396-6531
Fax: 
714-560-0422
E-mail: 
rachel@tricirclefinancial.com

Rachel has devoted herself to assisting women-owned and family owned businesses pursue the goal of growing and passing-on their companies.  As a founding member and past-President of NAWBO-OC, she helps women business owners work towards growing their businesses.  She helped found the Family Business Council at Cal State Fullerton as well as Succession Strategies, Inc. 

With over 20 years of experience in financial services, Rachel has a wealth of knowledge that gives her an experienced perspective when working with our clients.  She possesses additional expertise in real estate that she incorporates into her financial planning advice.  Her financial planning practice focuses on helping family owned business owners develop the financial independence and estate plans* necessary to create a smooth business succession.

Rachel is a native southern Californian.  She and her husband Dick are 25 year residents of the city of Irvine. They are active members of the Irvine sports community. They devote countless volunteer hours annually to the Ryan Lemmon Foundation, Irvine Pony and local high school booster clubs.  Rachel’s passions include zumba and body combat workouts as well as cooking and hosting neighborhood gatherings.

Background:

  • Accredited Investment Fiduciary (AIF) since 2019
  • Co-founded Tri-Circle Financial & Insurance Services, 2003
  • Co-founded Succession Strategies to consult with family businesses, 2001
  • Small Business Administration Women Business Advocate, 2000
  • Founding sponsor Family Business Council California State University, Fullerton, 1995
  • Founding-member NAWBO-OC Chapter, 1990
  • Bachelor of Arts degree – University of California, Irvine, 1974

Licenses and Registration:

  • Investment Advisor Representative of LPL Financial
  • Series 7 Registration with LPL Financial
  • Series 22 Registration with LPL Financial
  • Life, Health, Disability Income Insurance Licensed (California Insurance License #0714190)

 

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Contact info


  •   1633 E. 4th Street, Suite 216, Santa Ana, California 92701
  •   rachel@tricirclefinancial.com
  •   714-560-9022
  •   bill@tricirclefinancial.com
  •   714-560-1679

William Sornstein
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0539924

Rachel Owens
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0714190

Rachel Owens and William Sornstein are Registered Representatives with, and securities and advisory services are offered through, LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Nevada, and Texas.

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