Najeedah Ghias (CFP®)

Najeedah Ghias focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Estate & Generational Planning Issues

Insurance Related Issues

Middle Income Client Needs

Novice Investors

Planning Specialties

Najeedah is a Bucks County native who, from an early age, has been in love with the area and the natural beauty it has to offer. Whether it was attending the Governor’s school (where she learned about soil types, agriculture, plant science, farm animals, and global food issues), boating on the lake, or horseback riding on the farm, Najeedah has always spent as much time outdoors as possible.

Even while attending Temple University, where she double majored in Financial Planning and Risk Management & Insurance, she was able to stay connected to this passion by working at Sommerfield Stables teaching new riders, training rescue horses, and caring for a sweet pony named Lily.

At Rockwood, Najeedah translates this energy and enthusiasm into the nuances of finance where she enjoys providing her clients with the necessary direction and guidance to help them accomplish their financial goals.