Rachael Clasby, AIF®

Plan Consultant
Participant Communications Specialist

Prior to affiliating with Dietz & Lynch Capital, Rachael was a co-founder of Participant Level Advice Network (P.L.A.N.), a Registered Investment Advisory firm based in Boston Massachusetts focusing on retirement plan participant advice and education. An industry pioneer, Rachael has demonstrated a comprehensive and innovative process which engages retirement plan participants and trustees through their education programs and seeks to result in greater participant and plan success. Her team uses a highly effective one-on-one method which strives to get participants to embrace their role in the retirement planning process. This offering can help manage fiduciary risk to Plan Sponsors.

With nearly 20 years of investment and retirement planning experience, Rachael and her team are positioned to provide guidance to all participants in the workplace while being a force in changing the way plan sponsors approach their fiduciary responsibilities to their employees.

Prior to founding P.L.A.N., Rachael worked as an Investment Consultant at Fidelity Investments where she offered investment strategies to help clients understand and navigate complex money management strategies. This experience provided Rachael with the opportunity worked as an Independent Investment Advisor Representative at LPL Financial, a role she continues to employ along with participant guidance.

Rachael Clasby is a graduate of Bryant University with a BA in Business Management. She holds her Series 7, 63, and 65 registrations through LPL Financial as well as her Insurance license. In addition, Rachael is an Accredited Investment Fiduciary, AIF®. She currently lives in Holliston, Massachusetts with her husband and three children.