Providence Business News 2015 40 Under

July 2015
RULLA NEHME
PARTNER – INDEPENDENCE
FINANCIAL PARTNERS
Why did you select your profession?
I felt as though one could not get through
life successfully without some degree
of financial planning and wanted to
learn and help clients implement these
strategies.
Where do you see yourself profes sionally in 10 years?
In 10 years, I see myself expanding even
further with my own personal team of advisers, para-planners, executive assistant
tant and interns.
What advice would you give your
22-year-old self?
Realize that no single individual has a
corner on all good ideas.
What is your favorite Rhode Island
excape or hobby?
Boating. I am the captain of my own Sea
Ray.
What is your favorite Rhode Island
restaurant?
be a battle between Trattoria Zooma, Providence
Oyster Bar and the Manisses Restaurant (on
Block Island) for me
THE PROP: Rulla Nehme captains her own boat throughout Rhode Island’s waters, enjoying
both the trips and destinations.
Providence Business News
© 2015. Reprinted with permission, all rights reserved
Rulla Nehme makes PBN’s 40 Under Forty List
PROVIDENCE –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.
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!
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a
Registered Investment Advisor. Independence Financial Partners, 935 Jefferson Blvd. Suite 2000, Warwick, RI 02886, Phone: (401)732-4800.
Independence Financial Partners is a separate entity from Signator Investors, Inc. 121-20150819-248553.