Flourish
Fahim Rafi currently serves as a Client Support professional at Flourish, a platform that provides innovative financial products for Registered Investment Advisors (RIAs), which collectively oversee over $1 trillion in assets. Prior experience includes a role as a Wealth Management Associate at UBS and a Teller position at Citi. Additionally, Fahim worked as a Group Leader at Queens Community House and volunteered with the Crohn's & Colitis Foundation. Fahim earned a Bachelor of Arts in Business/Corporate Communications from Baruch College.
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Flourish
Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.