
Emily Rassam, CFP®, CRPS, AIFA, NSSA
People-Focused Financial Planning for Tech Industry Professionals.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreGreat job!
- Add your title
- Add your tagline
- Add your logo and cover image
- Add your social media
- Add your details
Serving Clients Nationwide
People-Focused Financial Planning for Tech Industry Professionals.
Areas of Focus
- Employee Stock Options
- Financial Life Planning
- Investment Management
- Social Security
- Socially Responsible Investing
About Me
I’m Emily Rassam, 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.
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.
Professional Designations
- Accredited Investment Fiduciary Analyst (AIFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Plans Specialist (CRPS)
- National Social Security Advisor (NSSA)
Affiliations
- Financial Planning Association
- National Association of Personal Financial Advisors
Location
Charlotte, North Carolina
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get started. We start with a complimentary phone call—giving us a chance to get to know each other, your ideas for the future, and how we can work together. There is no cost or obligation. You will know exactly how we can help you before you pay us a single penny. If we are not a good fit for each other, we will recommend an alternative for you.Offers Investment Management
Yes
About our Firm
DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE? 🤔You are in the right place! Archer is more than your average financial planning firm.
We are straight shooters who can help you stop “winging it” and take your financial life to the next level. 📈
We have helped countless people like you create a lifetime of security through smart financial choices.
No more worries about if you’ll have enough money to retire. 🏝
Gone are the days of stressing about paying for your kids college. 💰
We plan it and conquer it all, together.
HOW WE CAN HELP 🎯
Investment Management | Retirement Planning | Social Security Maximization | College Savings and Selection | Financial Risk Assessment | Employee Benefits Review | Detailed Executive Compensation Planning (Options, etc.) | Life Insurance | Disability Insurance | Long-Term Care Insurance | Cryptocurrency Investing
HOW IS ARCHER INVESTMENT MANAGEMENT DIFFERENT? 😎
📍We only take on a limited number of clients. This means you’ll always get remarkable service and extremely personalized recommendations for your finances.
📍We are a 100% fully digital firm. We operate paper-free and we pay thousands of dollars per year to use industry-leading technology. The world-class technology we use helps us minimize your taxes, trade costs, and maintain your custom Riskalyze (™) risk target.
📍We are a fiduciary. Fiduciary is a fancy word that has a simple (and important!) meaning... we don’t get paid to steer you into buying overpriced investment products you don’t want or need.
Education
B.S. Business Administration, Business Administration and Management, General, SUNY Geneseo
Volunteer Experience
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.
Badges
Hobbies and Interests
- Animal Rescue
- Cooking
- Hiking
- Reading
- Running
- Traveling
Who We Serve
- Baby Boomers
- Blended Family
- College Graduates
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- LGBTQ
- Single Women
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.
Leave a Reply