Rana Choubah
Senior Financial Advisor
Meridian Financial Advisors
We are your partner in all aspects of your financial life. Meetings in-person in Holliston, MA (45 min from Boston) and Cape Cod. Virtual meetings to serve clients anywhere.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Offices in Holliston, MA and Cape Cod.
We conduct both in person and remote meetings. We are able to work with anyone in the USA.
Financial Planning is offered on a flat fee basis followed by Portfolio Management is offered on a percentage of assets managed basis.
Accepting clients with at least $1million in assets with exceptions for high earners and strategic savers.
We offer a no obligation meeting to see if we are the right fit for your needs. We will show you what we do and how we do it.
Get to Know Rana Choubah
Rana joined Meridian Financial in 2021 after spending time in various financial settings, helping individuals and organizations in investment management and comprehensive financial planning. She completed her Graduate education in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Retirement Plans Specialist®.
Rana is passionate about educating and empowering individuals with the tools they need to gain their financial independence and to obtain confidence about their future. She believes that every individual has a unique situation and therefore, Rana customizes solutions and advice based on each different circumstance.
When not working, Rana enjoys reading, cooking, hiking, running, and spending time with her family.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients:
- High Net Worth Families
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
- High Income Individuals and Strategic Savers
FAQ with Rana Choubah
- What type of clients benefit most from your services?
- How do you charge and what are your fees?
- Are there any asset minimum requirements to work with you?
- Do you offer a free initial consultation?
Retirees who need help planning for legacy goals, managing their assets and creating tax efficient distribution strategies. Pre-retirees who are looking at maximizing saving, and planning for the transition to retirement. Savers who are focused on growing their wealth through investments, tax efficient strategies and financial planning. Professionals with equity compensation such as stock options, RSUs or ESPPs who need guidance on tax implications, diversification and long term financial solutions.
- What type of clients benefit most from your services?
Retirees who need help planning for legacy goals, managing their assets and creating tax efficient distribution strategies. Pre-retirees who are looking at maximizing saving, and planning for the transition to retirement. Savers who are focused on growing their wealth through investments, tax efficient strategies and financial planning. Professionals with equity compensation such as stock options, RSUs or ESPPs who need guidance on tax implications, diversification and long term financial solutions.
- How do you charge and what are your fees?
- Are there any asset minimum requirements to work with you?
- Do you offer a free initial consultation?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Rana Choubah's Designations and Affiliations
Media Mentions and Industry Involvement
Office Locations
13 Water St, Suite 302 - Holliston, MA 01746
3 Main Street - North Eastham, MA 02651
