Rachel Koff

New Business Development Specialist

Rachel brings a deep love of people and a passion for service to her role at Bulman Wealth Group. Since joining the firm in 2018, she has become a trusted and familiar voice, helping prospective clients connect with the advisor best suited to their needs. With a background in the hospitality industry, Rachel developed a strong foundation in service, relationship building, and personalized communication, skills she applies every day to create a smooth and welcoming experience for every interaction.

A California native, Rachel has spent most of her life in the Sacramento area and attended California State University, Fullerton, where she majored in psychology. A proud San Francisco Giants fan, she never misses a chance to cheer on her team. Outside of work, she enjoys discovering new wines, Trefethen is her favorite, baking cookies and cupcakes for family and friends, and planning her next getaway. Rachel’s enthusiasm, warmth, and professionalism make her an integral part of the Bulman Wealth Group team.

Contact Us

Email: ask@bulmanwealth.com

Northern California Office
3400 Douglas Blvd.
Suite 150
Roseville, CA 95661
Phone: 916-458-8199

Southern California Office
1 Better World Circle
Suite 230
Temecula, CA 92590
Phone: 951-699-1502
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Disclosures

Bulman Wealth Group has additional locations that can be scheduled by appointment only in Redwood City, Mountain View, Pleasanton, Concord/Walnut Creek, San Rafael, Napa and Elk Grove.
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Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Chris Bulman Inc. dba Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

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