Rachel Coia, CFP®, AIF®

Senior Associate | Wealth Planning

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Biography
Education & Other Highlights
Location(s)

Rachel Coia is a wealth planning associate in Rochester, NY.

Rachel specializes in helping individuals and families plan for various stages of life including growing, managing, protecting, and transferring their wealth. She joined CAPTRUST through Cobblestone Capital Advisors in 2025. At Cobblestone, Rachel focused on providing comprehensive wealth planning to clients which included cash flow, education, tax, estate, and retirement planning.

Rachel earned her Bachelor of Science degree in finance from Canisius College.

In her free time, Rachel enjoys spending time with her family, traveling, and being outdoors. As an aspiring Adirondack 46er, she spends many weekends in the Adirondack region in.

Education

  • Rachel earned her Bachelor of Science degree in finance from Canisius College.

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Investment Fiduciary®

Rochester, NY

500 Linden Oaks #210
Rochester, NY 14625

585.473.3333

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