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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2017
- Office Locations
- 1
Office Locations
About Taher Financial Planning
Taher Financial Planning is an independent fee-only practice in NYC founded by CFP and Enrolled Agent Rahimul Taher. It serves executives and professionals with integrated financial planning and tax planning/prep, including advanced tax strategy and cash-flow forecasting, plus insurance/estate reviews and ongoing check-ins. Investment work is typically ETF-based and includes valuation guidance for real estate, stock options, and private businesses; fully remote engagement available.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Rahimul I Taher Mr.
Advisor, President
- CRD
- #6774418
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,432 | -- |
| Non-Discretionary | $0 | -- |
| Total | $162,432 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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