LT
Pacific Federal Planning · Lead Advisor
Oakland, CAVirtualIn-personRFBS-S00005
- FF
- ATC
- FERS
- TSP
- Survivor
Languages: EN, VI
Example profile. This is a sample listing used to illustrate how RFBS℠ designee profiles will appear. The person shown is not a real designee — please do not attempt to contact them.
Specialists in Maryland
RS
RFBS℠ in good standing
Rachel Stein, RFBS℠
Stein Federal Family Planning · Founder
- RFBS℠ number
- RFBS-S00006
- Certified
- Nov 14, 2023
- Good standing through
- Nov 14, 2026
- OPM forms training
- Certified
About
Rachel works at the intersection of federal benefits and family law, focusing on FERS decree splits, survivor election restoration after divorce, and TSP qualifying domestic relations orders.
Specialties
- Divorce / decree splits
- Survivor benefits
- FERS retirement
- Thrift Savings Plan
Other credentials
Beyond the RFBS℠ designation, this designee reports holding:
- ChFC®
- CDFA®
Credentials listed above are self-reported by the designee. The RFBS℠ program does not verify third-party licenses or designations. Always confirm current licensure with the relevant regulator before engaging an advisor for regulated services.
Contact Rachel
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