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

AIF®

Accredited Investment Fiduciary®

Click to learn more

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

State University of New York at Geneseo

Bachelor of Science: Business Administration

Obtained in 2007

Advisor Links

𝕏

Advisor Website

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.