Rulla Nehme Pontarelli joined Independence Financial Partners in 2001. In her practice as a Partner at the firm, she strives to be the trusted financial planner of choice for small to large size business, medical and other professionals, high net worth families and individuals, and those approaching retirement.

Always motivated by a challenge, Rulla brings a sharp mind, wisdom, and compassion to planning engagements. Her financial intelligence and experienced industry knowledge combined with exceptional communication skills—in multiple languages—and a deep level of emotional understanding give her an exceptional ability to relate with people and share her knowledge effectively.

An avid student of different cultures and languages, she believes in the importance of learning about people's backgrounds, perspectives, and preferences, in addition to their ambitions.  Rulla focuses on independent and objective strategies, motivating others to accomplish their most important goals, while growing and protecting their assets. Her honesty, extensive experience, and professionalism provide her clients the confidence in knowing that they are making informed decisions regarding their personal and business financial management.

Rulla holds a BA in Economics with a minor in Spanish from Clark University as well as the valued CFP®, ChFC®, and CASL® professional designations from The American College.

A resident of Lincoln, Rhode Island, Rulla and her husband Brian, a top foot and ankle surgeon, are the parents of two young children. Beyond traveling with her family and spending time with friends, Rulla's interests outside the office range from alpine skiing and boating to fashion and interior design.

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

 

 

   

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.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

   

 

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