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Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA

People-Focused Financial Planning for Executives and Tech Industry Professionals

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

Serving Clients Nationwide

People-Focused Financial Planning for Executives and Tech Industry Professionals

Rated 5 out of 5
7 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Cryptocurrency
  • Employee Stock Options
  • Financial Life Planning
  • Investment Management
  • Social Security

About Me

I’m Emily Rassam, Senior Financial Planner for Archer Investment Management. We are a 100% Digital and Virtual firm serving clients nationwide.

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 son, husband, and 2 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 am a Certified Digital Asset Advisor, Certified Financial PlannerTM, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary Analyst, and National Social Security Advisor.

Professional Designations

  • Accredited Investment Fiduciary Analyst (AIFA)
  • Certified Digital Asset Advisor (CDAA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Plans Specialist (CRPS)
  • National Social Security Advisor (NSSA)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

100, North Tryon Street, Charlotte, North Carolina, 28202

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 15 minute web meeting —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, SUNY Geneseo

Volunteer Experience

I was honored as one of Rochester's FortyUnder40 in 2012. 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
  • Cycling
  • Hiking
  • Reading
  • Running
  • Swimming
  • Traveling
  • Wine

Who We Serve

  • Baby Boomers
  • Blended Family
  • College Graduates
  • Corporate Executives
  • Couples
  • Crypto Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • LGBTQ
  • Single Women
  • Technology Professionals
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

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Superb Clarity & Attention

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 28, 2022

Emily is so bright and has a deep understanding of her business. She is very good at explaining things to a layperson with the right amount of detail and clarity. I’ve been working with her for several years and I couldn’t be happier. I feel like our nest egg is safe and productive. I really couldn’t be happier to be her client.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Deb D
Deb D

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 27, 2022

My husband and I trust Emily with our money she is honest and is very helpful and she knows how to listen to what we want and come up with a plan.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Terry R.
Terry R.

We are comfortable with Emily

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 27, 2022

We have been very very pleased with Emily. We moved with Emily from her previous firm to Archer because we trust her. We have had many financial advisors over the years. Emily is the first one my wife has connected with. Emily explains things in a way that she understands and appreciates. Emily knows us and is always available. She is now also helping my two daughters. I cannot recommend her enough.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Tom K
Tom K

Trust is very important these days

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 24, 2022

I’ve been working with Emily for a few years now. She is a wonderful, kind and caring person. She has helped me tremendously in understanding the world of Financial planning. I am retiring next year in 2023 and feel very comfortable my retirement goals have been met. Trust is very important in selecting a Financial planning professional. I have every confidence in Emily’s guidance to make sure I have met my goals and can retire with peace of mind. She is a true professional and I’m happy to have her managing my money.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Kelly T.
Kelly T.

Emily Said I Could Retire!

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 23, 2022

We’ve worked with Emily for a few years now, and have been so impressed. She is a wealth of knowledge and a way of being able to answer a lay person’s questions in a very thorough and understandable manner. She can answer any question you throw at her with detail and clarity. She is honest, credible and trustworthy. She is very knowledgeable about the technology she has available to use and is able to provide strong visuals and projections to help with making decisions. She is always willing to meet and discuss a given topic or to provide an update on our portfolio. We’ll forever remember Emily as the person who said we could retire. That’s a hard decision to make and she was able to clearly show us the path. I’d highly recommend Emily to work with as a Financial Advisor.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Kay
Kay

Emily Rassam rocks!

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 22, 2022

Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication.

If you’re not investing your money through Emily, you should be.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Daniel C.
Daniel C.

Why I trust Emily...

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
June 22, 2022

Emily has been a lifesaver for me in so many ways. I needed a Financial Advisor that I could trust, and I could not be more pleased. She is honest, provides great advice, guidance and always goes the extra mile for her clients. She is always professional, knows what is going on in the industry and what services the company offers I could benefit from.

I retired at the end of 2018, but before I did, I met with Emily, and we went over what my retirement would look like. There is no one else I would trust with my financial future. This advisor/client relationship is the best I’ve ever had. She keeps me on the right road! I appreciate her so much.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Elaine
Elaine