“Rana utilizes a comprehensive wealth management approach to develop tailored strategies for individuals and businesses.”
Rana, a CERTIFIED FINANCIAL PLANNER™ professional over twelve years of experience in the financial industry. She joined Parsons Capital Management in 2015 as a portfolio manager, focusing on 401(k) retirement plans for businesses. Before joining Parsons, she held a position of Vice President & Premier Relationship Advisor at HSBC, a global bank and wealth management organization. Prior to that she spent seven years at Ameriprise Financial Services where she worked with individuals on financial planning and portfolio management, and with small business owners on retirement planning. She received a degree in business administration from Western Michigan University. Rana is currently the Treasurer for the Financial Planning Association of Rhode Island. Rana also serves as Vice President of Public Relations for the Fall River Innovators Toastmaster.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.