LICENSED ADVISOR

Emily Rassam

Archer Investment Management
Charlotte
,
NC
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Asset Services:

Crypto Investment Management

Planning Services:

Comprehensive Financial Planning

Education Planning

Insurance Planning

Investment Planning

Retirement Planning

Tax Planning

Payment Options:

Assets Under Management

About
Emily

Emily is a heart-centered, intentional financial planner who helps her clients make sense of their financial lives and bring clarity to their goals. She believes in balancing splurges now to maximize your life's happiness, while saving for the future and protecting your assets. You will be left with a sense of freedom, accomplishment, and comfort that a well-thought out, comprehensive financial plan can bring.

Client Focus:
Our clients typically range from mid-career professionals to those who are early in retirement.
Designation(s):
CFP, AIFA, CRPS, NSSA, CDAA
Languages Spoken:
English