Will Rassman
Wealth Advisor @ Carson Wealth | CERTIFIED FINANCIAL PLANNER™
- Role
- Wealth Advisor at Carson Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Jan 2025 — Present
Education
Wagner College
Bachelor of Arts
2006 — 2010
Kaplan University
Professional Certificate
2013 — 2015
Skills
- Investment Management
- Financial Markets
- Fixed Income
- Finance
- Series 7
- Financial Services
- Wealth
- Asset Management
- Financial Advisory
- Economics
- Financial Analysis
- Wealth Preservation Planning
- Wealth Management
- Alternative Investments
- Securities
- Strategic Financial Planning
- Intergenerational Wealth Transfer
- Asset Allocation
- Mutual Funds
- Risk Management
- Etfs
- Financial Planning
- Retirement Planning
- Finra
- Investments
- Series 66
- Portfolio Management
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