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Emily Rassam, CFP®, CRPS, AIFA, NSSA

People-Focused Financial Planning for Tech Industry Professionals.

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Archer Investment Management Emily Rassam, CFP®, CRPS, AIFA, NSSA
Charlotte, North Carolina

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