This material has been prepared for informational and educational purposes only.
It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
Raina Greene
Owner / Financial Planner
Raina Greene grew up in Pomona, CA to very humble beginnings. “My parents weren’t money savvy,” she says, “but they were hard workers. That work ethic was instilled into me and how I approach life.”
Raina moved to Atlanta, GA in 2006 to work as an account manager for a non-profit organization. She began working in the financial industry on an agent-client basis in 2010, and it changed the trajectory of her career. She decided to start her own firm, Greene Leaf Financial Services, in 2016. She is the owner and President of Greene Leaf and believes strongly that listening to her clients’ needs is key in developing a personal, attainable, and effective portfolio for her clients.
Raina strives to do what’s right for her clients while providing helpful resources and guidance on their financial journeys. She understands that her clients worked hard to build their nest eggs, and her goal is to prepare and inform them while guiding them toward the successful, rewarding retirement they deserve. She utilizes various approaches to design and implement personalized strategies while seeking to reduce financial risks, lower taxes, avoid probate, and help her clients protect their assets from expensive nursing home costs.
Raina has a ten-year-old son who is “my absolute world,” she says. “Seeing things through his eyes brings me so much joy.” In her leisure time, Raina loves to be outdoors and says it brings her peace. She seeks out adventures like skydiving, rock climbing, and salsa dancing. She also attends Berean Christian Church in Stone Mountain, GA where she enjoys serving her community by feeding the homeless and helping those less fortunate build paths to success.
Rachel Olvera
Financial Consultant
Rachel Olvera grew up in a family of 6 that didn’t have a lot of money. She watched her mom work, hustle, and save, and as her mom neared retirement, Rachel realized the need for access to financial information for many in her community, especially retirees. She has made it her mission to provide both information and advice to help set up as many families and retirees as possible in their most beneficial financial positions.
Rachel is a consummate professional with extensive experience in household management, collaboration, and business operations. She is thoughtful and methodical in her approach to both life and work, able to analyze various pieces of information in order to make data informed decisions. She pays great attention to detail, allowing her to hear the needs of other people, understand conflict, and identify solutions.
Rachel is a graduate of UC Berkeley (Go Bears!). She is married to her husband of 18 years and has 2 pretty amazing teenagers! In her spare time, Rachel loves to read, watch movies, and have family game nights. She will never say “no” to a bowl of stovetop popcorn!
