back to top

Our Team: Rachel A. DeIeso, CFP®

back to team

In her role as Manager, Rachel provides a variety of financial services to JDJ clients, including investment administration, detailed net worth reporting and analysis of expenses, investment account reconciliation, budgeting and cash flow planning, and tax planning coordination. She possesses an outstanding work ethic and is dedicated to ensuring a high level of service for her clients.

Rachel brings several years of family office experience to her role. In her position as a client service associate at a multi-family office, she prepared financial statements, created budgets, and managed cash flow planning on behalf of clients. She advised clients on estate planning tools such as ILITs and QTIPs and facilitated charitable and exemption gifting. 

Previously, Rachel was a senior accountant at a single-family office. In this role, she handled the preparation of individual, trust, and entity tax returns while also processing transactional accounting and financial statement preparation for the firm’s monthly, quarterly, and year-end close. She forecasted and managed cash flow for the corporate entities and maintained and analyzed the firm’s general ledger accounts.

Rachel also worked as a tax associate at regional public accounting firms, where she analyzed client budgets and spending, prepared personal and business tax returns and performed audit engagements for small businesses.

Rachel earned a Bachelor of Science in Business Administration with a concentration in Accounting from Boston University. She is a CERTIFIED FINANCIAL PLANNER™ professional and a member of JDJ’s Risk Committee.

 

Contact Us


Questions? Contact us to learn how JDJ can make a difference in your life.

Awards


© 2022 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru