Rani Jarkas – Essential Roles of a Certified Financial Planner

I’ve mentioned in my previous blogs a few times about what does a certified financial planner do for your financial planning. To sum up, a financial planner will help you to achieve your mid- or long-term financial goal through well-schemed and feasible strategies. Therefore, the essential roles of a certified financial planner become obvious.


A certified financial planner will offer expertise to help youunderstand your needs, make up a practical strategy and then monitor the implementation of the whole process whenever you decide to save for retirement, college, a house, investment, etc. In other words, a certified financial planner will make sure that your financial goal can be realized using every possible tool.


A certified financial planner possesses all the knowledge needed to make what you want financially happen, including financial products, insurance, investments, etc. It will also help to manage any possible risks during the implementation process.


Mr. Rani Jarkas, a sophisticated financial planner and advisor with more than two decades solid experiences, founded Cedrus Investments over 18 years ago. Cedrus Investmentsis a global boutique investment banking firm providing financial planning services to top-tier clients around the globe.


With its well-stationed global offices and diligent management team as well as local staff, Cedrus is able to meet the needs of its diverse international client base.


Cedrus’ private wealth management offers private investors sophisticated and comprehensive Wealth Management Advisory Services and Asset Management Solutions. Cedrus services include offering clients access to top-tier investment products in the global marketplace, providing total portfolio management, developing customized asset allocations and making investment decisions based on unbiased, analytical research.


Cedrus utilizes a state-of-the-art, open-architecture platform and some of the most cutting-edge technologies in the marketplace. Cedrus’platform offers clients various advantages including global access, single account & multiple currencies, optimal execution, anonymous order execution and transparency.