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Crafting a Fiscally Responsible Blueprint with: Emily Rassam
Achieving financial freedom and independence is an arduous undertaking for many Americans. the good news is: You're not alone. A little over 55% of Americans do not use a budget to manage their hard-earned income, according to a new survey by The Penny Hoarder. A similar 56% of survey respondents said they didn't know how much money they spent last month. Emily Rassam, is a Senior Financial Planner for Archer Investment Management. “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 CFP® Professional, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary Analyst, National Social Security Advisor, and Certified Digital Asset Advisor.
Credentials aside, I'm a huge budgeting nerd and aim to make financial planning topics accessible to everyone.
In my down time, I enjoy traveling, cooking, reading, and hiking with my 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.
I live in Charlotte, North Carolina with my husband, 1 year old son, and 2 dogs.” She joined me this week to tell me more.
For more information: https://archerim.com/
LinkedIn: @EmilyCaseyRassamCDAA,CFP
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Kevin McShan
5
5454 ratings
Achieving financial freedom and independence is an arduous undertaking for many Americans. the good news is: You're not alone. A little over 55% of Americans do not use a budget to manage their hard-earned income, according to a new survey by The Penny Hoarder. A similar 56% of survey respondents said they didn't know how much money they spent last month. Emily Rassam, is a Senior Financial Planner for Archer Investment Management. “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 CFP® Professional, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary Analyst, National Social Security Advisor, and Certified Digital Asset Advisor.
Credentials aside, I'm a huge budgeting nerd and aim to make financial planning topics accessible to everyone.
In my down time, I enjoy traveling, cooking, reading, and hiking with my 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.
I live in Charlotte, North Carolina with my husband, 1 year old son, and 2 dogs.” She joined me this week to tell me more.
For more information: https://archerim.com/
LinkedIn: @EmilyCaseyRassamCDAA,CFP
Learn more about your ad choices. Visit megaphone.fm/adchoices