Rachel Robasciotti

Director of Advocacy and Engagement
Rachel Robasciotti headshot

My Story

I grew up poor, raised by a single Black mother who struggled for financial security in a rural town that was still largely segregated. I graduated from high school at 15 years-old and ultimately attended the University of California, Berkeley where I studied economics.

After working at large financial firms – learning what they do well and what I wanted to do differently – in 2004 I founded Robasciotti & Associates at the age of 25. Not long after meeting Maya Philipson, the company became Robasciotti & Philipson, a firm dedicated to transforming wealth into a tool that supports the well-being of people and the planet.

How I’m expanding what’s possible with money

In 2018, I co-launched a Social Justice Investing strategy which would become Adasina Social Capital. This strategy has positioned me as a leader in the financial industry for integrating issues of racial, gender, economic, and climate justice into investment portfolios.

I’m proud to have been named one of Financial Advisor Magazine’s 10 Young Advisors to Watch and, after more than a decade of providing clients with independent and impartial advice, my story was featured in a national television advertising campaign by Schwab Advisor Services.

As part of my commitment to partnership and field building, I currently serve as Treasurer of the Board of Directors for Resource Generation, as a member of the Indigenous Women Investment Fund Advisory Council, as a Board Member for One Fair Wage and Grab Your Wallet Alliance, and I previously served on the Board of Directors for Horizons Foundation.

Outside of work, my passions include

I am a math nerd, natural medicine enthusiast, and passionate community activist. When I’m not promoting social justice or creating spreadsheets, I can be found cooking nutrient-dense food or meditating with my partner in my sunny San Francisco apartment.

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