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Emily Rassam | Financial Advisor

Profile img for Emily Rassam, financial advisor at Archer Investment Management
Charlotte, NC
Emily Rassam
Financial Advisor
Archer Investment Management

Verified Identity

Important Disclosures

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 Management, I spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients. I am a Certified Digital Asset Advisor, Certified Financial PlannerTM, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary Analyst, and National Social Security Advisor. In my down time, I enjoy traveling, cooking, reading, and hiking with my two children, husband, and dogs. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry. Find more at www.archerim.com And reviews can be found at https://wealthtender.com/financial-advisors/emily-rassam-cfp-crps-aifa-nssa/
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Specialties and Expertise

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Cash Flow Analysis
College Planning
High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction
Retirement Income

Clientele

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Women in Tech
Corporate Executives
Businesswomen
High Net Worth Individuals
Inheritors
Retirees

Credentials and Designations

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Accredited Investment Fiduciary®

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Certified Financial Planner™

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Chartered Retirement Plans Specialist®

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National Social Security Advisor®

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Certified Digital Asset Advisor®

Education

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State University of New York at GeneseoBachelor of Science: Business AdministrationYear Obtained: 2007
Quick Facts About Emily
Years of Experience:18 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Charlotte, NC
Emily Rassam
Financial Advisor
Archer Investment Management
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