Rachael Futo Maschari, RFC

Experience

Rachael became a Financial Advisor in 2021 after earning her FINRA Series 7 and Series 66 licenses. She is licensed to offer securities in multiple states and holds Ohio insurance licenses in Life, Accident & Health, and Variable products.

She works closely with clients’ tax and other professional advisors so financial decisions reflect their broader financial picture. Before joining Meaden & Moore, she helped strengthen client relationships and develop new business at a firm whose book of business grew sevenfold during her tenure.

Rachael is one of 15 advisors nationwide serving on the Tax Channel Advisor Council, where she collaborates with fellow advisors and industry leaders at the intersection of financial services and the tax professional community. She is also a member of the International Association of Registered Financial Consultants (IARFC®).

Before entering financial services, Rachael spent more than a decade in corporate hospitality as an Account Executive and Director of Sales. Working with corporate clients and business leaders, she developed experience in relationship management, business development, contract negotiation, budgeting and forecasting, and team leadership.

Today, she brings that experience to a personalized approach to financial planning for individuals, families, business owners, and retirees, helping them navigate important decisions with clarity and confidence.

Licenses and Designations

• FINRA Series 66
• FINRA Series 7
• Ohio Life, Accident & Health, and Variable Products insurance licenses

Professional Designations

• International Association of Registered Financial Consultants (IARFC®)