Emily Rassam
Charlotte, NC
Verified Identity
Archer Investment Management
Years of Experience
18 years
Member Since
2022
Allow Me to Introduce Myself
I'm Emily Rassam, Senior Financial Planner for Archer Investment Management. We are a 100% Digital and Virtual firm serving clients nationwide.
I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment M...
Clientele
Women in Tech
Corporate Executives
Businesswomen
High Net Worth Individuals
Inheritors
Retirees
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Cash Flow Analysis
College Planning
High Net Worth Planning
Tax Minimization Inv...
Portfolio Construction
Retirement Income
Credentials and Designations
Accredited Investment Fiduciary®
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Certified Financial Planner™
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Chartered Retirement Plans Specialist®
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Pricing Models
AUM
Education
State University of New York at Geneseo
Bachelor of Science: Business Administration
Obtained in 2007
Advisor Links
Disclosures and Proof of License
SEC Profile
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