Archer Investment Management announces that Senior Financial Planner Emily Rassam has recently passed the CDAA exam and is now a Certified Digital Asset Advisor. Based in Charlotte, North Carolina, Emily has 15 years of experience working at investment firms in New York and North Carolina. Besides becoming Archer’s newest CDAA, Emily is also a Certified Financial Planner™️, Accredited Investment Fiduciary Analyst, Chartered Retirement Plans Specialist, and National Social Security Advisor. She joins Owner/President Richard Archer as Archer Investment Management’s two current Certified Digital Asset Advisors on staff.
The Certified Digital Asset Advisor program was established in 2020 as the leading provider of Digital Asset education for financial advisors in the U.S. The CDAA designation is awarded to financial professionals who have taken and passed the required coursework regarding cryptocurrency and digital asset education. Financial advisers who have completed the CDAA course have demonstrated that they understand how digital assets work, the role they play, the risks involved, and how they can fit into a financial portfolio.
Archer Investment Management provides financial planning and investment management to Austin professionals. An independent, fee-only investment advisory, Archer Investment Management is a fully-digital, fiduciary firm that works in the best interests of our clients.