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/