About Me
I’m Rachel Weiss, an investment professional with more than 17 years of experience in the financial services industry.
I am a licensed investment professional in both the U.S. and Israel. I began my career on the operational side of the business, which gave me a strong understanding of how investment accounts actually work behind the scenes. Over the years, my role evolved and in 2016 I became a U.S. Registered Representative, holding the Series 7 license, and more recently I received my Israeli license in 2026.
Today, I primarily work with dual U.S. and Israeli citizens who hold investment accounts in the United States. Living between two financial systems can add an extra layer of complexity — from understanding U.S. retirement and investment accounts while living abroad, to navigating the practical questions that arise when your financial life spans both countries.
My work focuses on U.S. based investment accounts, but with an understanding of the cross-border circumstances my clients are living with. My aim is to help clients understand what they own, make informed decisions about their investments and build a long-term strategy that fits their goals and circumstances.
The approach is straightforward: investing does not need to be complicated. I believe in clear communication, thoughtful planning and helping clients stay focused on the bigger picture — particularly when markets become noisy or uncertain.
For me, the relationship is just as important as the portfolio. I want clients to understand the decisions being made, feel comfortable asking questions, and know that they have someone they can turn to as their investments and circumstances evolve.
U.S. INVESTMENT ACCOUNTS
I work with clients to open and maintain U.S. based brokerage and retirement accounts, working closely with them over time to understand their goals, circumstances and evolving financial needs. This is typically how the process works:
Getting to Know You
We start with a conversation about your financial world — your goals, existing investments, retirement accounts, time horizon, priorities and anything else that may shape the way you invest.
Opening Your Account
The next step is opening the appropriate U.S. based investment account. I guide you through the process and help coordinate the paperwork and transfer process with the office.
Build the Portfolio
With the account established, the focus shifts to putting the portfolio together. Your goals, circumstances, time horizon and risk tolerance all help shape the investment choices. I believe it is important that you understand what you are investing in and why it belongs in your portfolio.
Ongoing Relationship
Investing is not a one-time conversation. Clients can be in touch whenever questions or changes arise, and I aim to meet with each client at least once a year to review their situation, discuss their portfolio and make sure the overall approach continues to fit their needs.
Portfolio Resources Group, Inc.
4000 Ponce de Leon Blvd., Suite 670
Coral Gables, Florida 33146
https://www.prginc.net/brokerage.php
Member FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Office of Supervisory Jurisdiction (OSJ)
To learn about our Business Continuity Plan Click Here
Disclaimer / Disclosure
Nothing on this site shall be construed to be a solicitation to buy or offer to sell any security, product or service to any U.S. or non-U.S. investor, nor shall any such security product or service be solicited, offered or sold in any jurisdiction where such activity would be contrary to the securities laws or other local laws and regulations, or would subject Rachel Weiss or affiliates to any registration requirement within such jurisdiction. Due to the unpredictable nature of the investment markets, the ever-changing economic scene, and the inherent risk that an investor may lose money, there is no guarantee or assurance whatsoever that any of the ideas or strategies discussed on this site (or any of our affiliated sites) will be successful. We are not responsible for any loss, liability, or risk incurred as a result of applying or using any of the information provided. Rachel Weiss or any affiliates are not under any obligation to update or correct any information provided. Rachel Weiss’s opinions can change without notice. Speak to a qualified tax and investment professional before investing. Past performance is not indicative of future results. Investments or strategies mentioned on this website or articles may not be suitable for you. This website does not take into account your particular investment objectives, financial situation and is not intended as a recommendation appropriate for you.
Investment Marketer licensed by the Israel Securities Authority
Rachel Weiss holds an Investment Marketers License issued by the Israel Securities Authority. As such Rachel Weiss engages in investment marketing (not investment advising) as defined by the “Investment Counseling, Investment Marketing and Portfolio Management Law (1995)”. Rachel Weiss may receive remuneration in respect to certain investment products. Those commissions constitute a “zika (connection)” which requires Rachel Weiss to hold a valid Investment Marketers License.
© 2026 Rachel Weiss. All rights reserved.