Rachael Bourke
Planning Consultant
Rachael joined the family business in October of 2023 after several years with Fidelity Investments. She brought with her a strong foundation in financial planning and experience in eMoney, which has served as Bourke Wealth Management’s primary financial planning software for many years.
She holds three associate’s degrees from her hometown college, Santa Barbara City College, and a Bachelor’s Degree in Managerial Economics from Oregon State University.
As Kevin’s daughter, you could say finance is in Rachael’s DNA. A lifelong saver and planner, Rachael purchased her first home at age 24. This personal milestone is a testament to her financial savvy and thoughtful decision-making.
She also inherited Kevin’s love of travel. For her next adventure, Rachael has her sights set on Guatemala.
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