Emily Rassam (AIFA, CDAA™, CFP®, CRPS)
Emily Rassam focuses in the
following client markets or areas of practice:
- Corporate Executives
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Corporate Executives
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
NAPFA Start Date
October 03, 2022