Our Passion - Our Mission
Welcome to Rau Financial Group!
People often ask how I became so passionate about personal financial planning. I have always enjoyed working with people and money. While I didn’t know in college that I would eventually become a financial planner, it is telling that my college major was Psychology and my MBA concentration was Finance.
Early in my banking career, I learned the true value of a personal financial planner when my father suffered a fatal heart attack at age 59. My mom had always handled the day-to-day finances, but in her grief she turned to me for help. I immediately contacted their long-time financial planner, who helped us with everything --- Social Security, life insurance claims, cash flow planning, coordinating with CPAs, attorneys, and partnerships, restructuring investments to replace his income, and on and on. Most importantly, he reassured us that with his assistance, Daddy had planned well, and Mom would be OK. I was 32 years old at the time, and I remember thinking, “That’s what I want to do when I grow up.”
Over the next 10 years, my career path evolved from strictly Commercial Banking into a Wealth Advisor role supervising Private Banking, Trust, and Investments at a major bank. The more I learned, the more I believed that everyone needed a personal financial planner at some level, and Rau Financial Group was formed in 2001 with this Mission Statement:
We are in business to help families strive for “financial serenity” through an ethical, high service, lifetime financial advisory relationship. We help people structure financial plans seeking to meet their life goals without anxiety. We measure our success by the gratitude, security and referrals of those we serve.
We at Rau Financial Group are eager to help you the way my family has been helped by competent financial planning. Thank you for giving us the opportunity to earn your business.
Denise Emerson Rau
CERTIFIED FINANCIAL PLANNER™