Rana  Choubah,  CFP<sup>&reg;</sup> - Financial Advisor

Rana Choubah, CFP®

MPAS, CRPS

Senior Financial Advisor

Meridian Financial Advisors

13 Water St, Suite 302
Holliston, MA 01746
FINANCIAL ADVISOR'S WEBSITE
(508) 429-2600 CONNECT WITH Rana
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General

Rana Choubah is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meridian Financial Advisors in Holliston, MA and the surrounding communities.

Financial Advisor Experience

Over 15 years experience in investment management and financial planning including retirement planning, portfolio allocation, estate planning, education, insurance and tax planning, and unique family planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MPAS

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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