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Rana L. Choubah, CFP®, CRPS®
As Director of Financial Planning, Rana is passionate about helping businesses and individuals plan and achieve their financial independence. Rana is a Certified Financial Planner professional and a Chartered Retirement Plans Specialist. She began her career as a financial advisor at Ameriprise Financial and throughout her career, she has been consistently helping clients with their financial needs by first learning their distinctive and unique stories including their family history, interests, and financial position and then providing them with relevant actionable solutions.
Before joining Finivi, Rana had gained her thirteen years of experience in financial planning and investment management by working at different financial settings which included a banking institution and an advisory firm servicing high net worth clients. Rana is constantly learning and expanding her knowledge to better serve and empower her clients. This, in turn, has been emotionally rewarding to her. In her words, “there’s nothing more rewarding to me than knowing I’m making a difference in my clients’ lives”.
Rana has a B.A in Business Administration from Western Michigan University.
Rana has served as a Board member at the Financial Planning Association and she is currently an active member. She is also a member of the leadership team at Toastmasters International.