Helping you realize your financial goals.

Rulla Nehme Pontarelli, CFP®, ChFC®, CASL®, a Partner at Independence Financial Partners, is the trusted financial planner of choice for families, high net worth individuals, professionals, and businesses. A focal point of her practice is financial guidance for those in the medical field and planning for individuals age 50 and older.  Although her practice is largely comprised of the aforementioned clients, she welcomes & works with others who are recommeded and/or are seeking her expertise.

 

Ms. Pontarelli focuses on independent and objective strategies to help you accomplish what is important to you.  Her honesty, extensive experience, and professionalism give her clients confidence to know that they are making informed decisions regarding their personal and business financial management. 

 

As a financial professional and active member of her community, Ms. Pontarelli is dedicated to helping individuals, families, and businesses build their financial futures and meet their goals.  She provides a personal level of service and delight to her clients and reviews the strategies they implement together every three to six months to ensure that they are right on track.  "My custom strategies and dedication are what separates me from the rest--it is what my clients look for and what compels them to recommend others like themselves to my practice."


To maintain her status at the top of her field and develop her professional skills to best serve her clients, Ms. Pontarelli has regularly attended industry leaders conferences and certification programs. This includes completing the curriculum and passing the rigorous exams for the following designations:

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant (ChFC®)
Chartered Advisor for Senior Living (CASL®)

 

I would like to share my recent recognition with you! http://www.pageturnpro.com/Five-Star-Professional/70510-RIWM16-Rulla-Nehme/index.html#1

 

 

   


Investment News accepts nominations of professionals from all areas of the financial advisory industry and determines nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishments to date, contribution to the industry, leadership and promise. Financial professionals selected for the list pay a fee to Investment News to use materials promoting this award.

   

 

"Today's preparation determines tomorrow's achievement."