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Rachael DeCosta headshot

Rachael DeCosta, CDFA®

VP, Wealth Advisor


  • 20+ Years of Industry Experience
  • Financial Advisor, UBS Financial Services
  • Vice President and Business Consultant John Hancock Investments
  • Regional Vice President, Calvert Investments


  • Colby College, BS Major: Economics Minor: International Studies
  • Johns Hopkins University, Graduate Coursework

Licenses, Designations & Memberships

  • Certified Divorce Financial Analyst (CDFA)
  • Institute of Divorce Financial Analysts


  • Native Washingtonian, lives in Bethesda with her daughter (Alexandra) and their Cavachon (Little A)
  • Enjoys exploring art galleries, reading fiction and non-fiction books, playing tennis and learning pickleball and meeting new and interesting people
  • Loves any and all travel, Washington Commanders, Toca Bengals Soccer and spending quality time with friends and family