“Rana utilizes a comprehensive wealth management approach to develop tailored strategies for individuals and businesses.”
Rana, a Certified Financial PlannerTM professional and a Chartered Retirement Plans SpecialistSM has more than 12 years of experience in the financial industry. She joined Parsons Capital Management in 2015 as a portfolio manager focusing on retirement planning for individuals and businesses. Before joining Parsons she held a position of Vice President & Premier Relationship Advisor at HSBC, a global bank and wealth management organization. She spent 7 years at Ameriprise Financial Services helping individuals with investment and financial planning needs and providing retirement plan solutions for small businesses. She received her degree in business administration from Western Michigan University and earned her CFP® and CRPS® certifications from the College for Financial Planning. Rana is a past member of the Estate Planning Council and had served on the board of her local Junior League. She currently is Treasurer for the Financial Planning Association of Rhode Island.
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.