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Providence Business News 2015 40 Under Forty - Rulla Nehme

Providence Business News 2015 40 Under Forty - Rulla Nehme

(Warwick, RI - 7/23/2015) Independence Financial Partners is proud to announce that Rulla Nehme, CFP®, ChFC®, CASL® has been honored as a recipient of the Providence Business News 2015 40 Under Forty award.

Read the Providence Business News Feature | Download the PDF

From a large & diverse group of applicants, winners were selected based on criteria like career success, community involvement and commitment to making a difference on a local, national or international scale.

As an initial Partner of Independence Financial Partners, Nehme quickly built a thriving financial planning practice working with physicians, professionals, families, and business owners. Early in her career, she earned the prestigious professional designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®). Nehme employs a disciplined financial modeling process to help clients with clarity and confidence in regard to their pre- and post-retirement reality. Given her multiple professional designations, specialized advanced licenses, and interpersonal skills, Nehme's forte is in interviewing her clients, analyzing financial information, recommending financial plans and monitoring outcomes. She is regularly praised for her proficiency in foreign languages, including Spanish, Arabic, and French, which has allowed her to extend her services to Latino professionals amongst other cultures and communities.

Her efforts have won her numerous national awards, including the coveted John Hancock Financial Network (JHFN) ACE Gold Award, one of the highest honors JHFN bestows on a financial professional. She was also the named the youngest Advisor of the Year in IFP’s history. Despite the economic downturn in 2008 and 2009, Nehme’s business has grown every year since she launched her career in 2001. Built almost entirely by referrals, Nehme enjoys educating and entertaining her clients and guests by hosting nationally acclaimed authors, such as Dr. William Danko, co-author of “The Millionaire Next Door.” She is also a Life & Qualifying Member of Million Dollar Round Table (MDRT), a premiere industry association representing the top one percent of the world's most successful financial services professionals. Nehme's leadership and expertise have earned her a consistent seat as one of the top advisors at IFP, helping the firm expand and earn recognition as one of Signator and John Hancock Financial Network's forerunners.

When she is not working, Nehme devotes her time and energy to several health-related charities and other philanthropic interests. She also captains her own boat throughout RI’s waters with her first mate and chihuahua, Bella, loves to ski, and enjoys a good round of golf. She was honored Thursday, July 23, at Aldrich Mansion in Warwick and was recently profiled in a special section of Providence Business News.

Congratulations Rulla and the rest of PBN’s 2015 40 Under Forty honorees!

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  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.

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Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

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