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Rehan Chippa

Rehan Chippa

Certified Financial Planner (CFP)

Talent
AhmedabadMember since August 29, 2026
CommunicationInvestment planningTax planningRetirement PlanningEstate planningInsurance planningFinancial Planning
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CommunicationInvestment planningTax planningRetirement PlanningEstate planning

About

As a Financial Advisor, I am developing a strong foundation in personal financial planning, investment analysis, risk managment, and client relationship management. I am committed to understanding clients' financial goals and assisting in creating practical, goal-oriented strategies, With a focus on integrity, analytical thinking, attention to detail, communication skills, and quick learning capabilities, I strive to support informed financial decision-making while building the knowledge and professionalism required to become a trusted financial planning professional.

Experience

Office Work - CSC Center - Ahmedabad

(2023-01 - 2024-12)

  • Assist customers with the Aadhaar enrollment process, including document verification and biometric data collection.
  • Provide information to customers regarding Aadhaar services and related queries.
  • Identification Authority of India (UIDAI).
  • Maintain accurate records of customer transactions and data entry in the system.
  • Resolve customer complaints and issues related to Aadhaar services in a timely manner.

Education

Bachelor Of Commerce - Commerce - KK SHASTRI COLLEGE

HSC - Shri J. C. Shah Prakash High School (2024-05)

Skills

Certified Financial Planner (CFP)

Reviews

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