Rachel Bass

Rachel Bass is an experienced financial services professional currently serving as the Director of Client Services at Fortress Financial Partners. Prior to joining Fortress, Rachel worked in client service at Northwestern Mutual for two and a half years.

She graduated cum laude with a degree in Politics, Philosophy, and Economics from The King’s College in New York City. She holds Life and Health insurance licenses, as well as the Series 7 and Series 63 securities registrations, and has passed the Securities Industry Essentials (SIE) exam.

Rachel also holds the following professional designation and certification:

• Accredited Asset Management Specialist™ (AAMS®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

In her free time, Rachel enjoys staying involved with her congregation, spending time with family and friends, hiking, scuba diving, and traveling