Owen Rahman, CFP

Owen S. Rahman brings over 21 years of financial experience to the table, including a degree in Economics, four years in banking, and seventeen years in Investment Management. As a CERTIFIED FINANCIAL PLANNER® and a Certified Trust & Fiduciary Advisor, Owen provides trusted, objective advice to help individuals and families build long-term financial security. With a thorough understanding of the power of small, strategic adjustments— Owen often compares investment planning to navigating a ship. Over a long journey, even a minor shift in direction can eventually lead to an entirely new destination. Without a steady hand at the wheel, the waves of life can push your financial trajectory into uncharted waters. This is especially true in volatile markets; but even on sunny days with calm waters, preparation for stormy weather is critical. By making the right adjustments today, we ensure a better destination tomorrow. No matter where you are headed, Owen and his team will provide the best tactical solutions and strategies available so you can make wise decisions around major life events such as: Private business sales & evaluations Understanding complex benefits packages including RSU, ISOs, NSOs, and ESPPs Knowing when to take Social Security Current and future healthcare costs Planning after a divorce Planning for retirement Tax saving strategies including Roth conversions & backdoor options Trust & Estate Planning Life Insurance needs Fixed income & cashflow Wealth transfer With a commitment to clarity, integrity, and results, Owen helps clients take control of their financial future—one smart decision at a time. PM-10222026-7886739.1.1