Your Wealth Planning and Service Team

Financial PlanningClient Service
Written By Mercedes Napoli, CFP

We’d like to start the new year with a focus on client service.

Specifically, we would like to re-introduce each valued member of the RSMA Wealth Management team, so clients can gain an even clearer understanding of how to best work with us.

We’re here and ready to serve you.

 
 
 
 
 
 
 
 
 
 

A New, Easy, Secure Way to Send Us Files and Documents

We have a new system in place for clients to securely send us documents—financial statements, estate planning documents, insurance statements, etc.

Using the new system is very easy and very secure. Simply click on the link below! We’d also recommend bookmarking it for future use
Secure File Sharing with RSMA Wealth Management.

 
Mercedes Napoli, CFP

Mercedes is a Portland native with a degree in finance and entrepreneurship from the University of Portland. Upon graduation in 2017, she joined Rubino, Skedsvold, Moran & Associates.

Mercedes first became interested in financial services after attending a financial professional panel. As Mercedes listened to each speaker, she understood the strong impact financial guidance can have and the importance of helping clients pursue their financial goals.

Fluent in Spanish, Mercedes was born into a multi-cultural family with strong roots in Hispanic culture, which comes from her mother who is originally from Central America.

Outside of work, Mercedes enjoys spending time with her husband and their two dogs. She and her husband are both avid Portland Timbers fans.

https://www.rsmawealthmanagement.com/mercedes-napoli
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