Rachael Bellah

Rachael Bellah is a Managing Director in Modern Wealth Management’s Campbell, California office, in the firm’s Internal Operations department. Modern Wealth’s team page says she joined the firm in March 2025 through Modern Wealth’s acquisition of Wade Financial Advisory.

Bellah began her career at Wade Financial Advisory in 2001. Over more than two decades at WFA, she held roles across administration, client service, paraplanning and tax preparation, portfolio-management support, Chief Operating Officer, and Chief Compliance Officer. Third-party profile data also identifies her prior Wade roles as Chief Compliance Officer, Chief Operating Officer, and Partner from November 2001 to March 2025.

Her current role is operational and strategic rather than publicly documented angel investing. Modern Wealth says she works with leadership on long-term strategy and goals, organizational execution, systems, processes, and day-to-day operational discipline.

Public sources reviewed did not provide verified education details. Her firm biography says she was born and raised in Northern California and lives in San Jose with her husband, Phillip.

• No verified evidence was found that Bellah is an active angel investor, seed investor, venture investor, or startup-deal lead.
• Public sources position her in wealth-management operations and compliance, not startup investing.
• Modern Wealth’s investment-management materials describe customized portfolios tied to a client’s financial plan, with risk-managed portfolios, periodic rebalancing, tax-efficient implementation, direct indexing, municipal managed accounts, option-overlay risk reduction, yield-focused enhancements, and traditional asset diversifiers.
• Modern Wealth’s broader planning focus is integrated wealth management: financial planning, tax planning and preparation, risk management, estate planning, insurance, and investment management.
• Bellah’s own publicly quoted operating advice, in an advisory-firm hiring context, is to understand the role being hired for, hire for that role rather than reshaping it around a candidate, and hire people who reflect the firm’s core values and culture.