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Rachel Jean Sanborn

FINANCIAL FOCUS, INC.·WOLFEBORO, New Hampshire
Series 7, Series 63, Series 65Clean record18 years registeredFINANCIAL FOCUS, INC.
40 MILL STREET, WOLFEBORO, NH 03894CRD# 4681875Firm CRD# 117327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Jean Sanborn · WOLFEBORO, NH
Registration
CRD #4681875 · FINANCIAL FOCUS, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

REVERIE WEALTH
Dec 2022 – present
ELLEVEST
May 2018 – May 2022
NEW YORK, NY
LEARNVEST PLANNING SERVICES, LLC
Jan 2013 – Dec 2016
MILTON MILLS, NH
FINANCIAL FOCUS, INC.
Jun 2008 – Sep 2012
WOLFEBORO, NH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 19, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL FOCUS, INC.
CRD 117327 · SEC 801-61013
AUM
$276M
Regulatory assets under management
Employees
5
811 client accounts
Services offered by FINANCIAL FOCUS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL FOCUS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Rachel Jean Sanborn offer?
Rachel Jean Sanborn specializes in Financial Planning, Investment Management. Contact their office in WOLFEBORO, New Hampshire for a consultation.
What are Rachel Jean Sanborn's credentials?
Rachel Jean Sanborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Jean Sanborn located?
Rachel Jean Sanborn is based in WOLFEBORO, New Hampshire, working with FINANCIAL FOCUS, INC.. Their office serves clients in the WOLFEBORO metropolitan area and surrounding communities.
How does Rachel Jean Sanborn charge for services?
Rachel Jean Sanborn's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer not calculated by aum or hourly.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL FOCUS, INC.?
FINANCIAL FOCUS, INC. has approximately 5 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL FOCUS, INC.

Susan Macmichael John
WOLFEBORO, NH
Thomas George Goodwin
WOLFEBORO, NH
Daosith Samuel Lemay
WOLFEBORO, NH
Kristen Ann Madden
WOLFEBORO, NH

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