Associate Wealth Manager
Rania Ghawi is an Associate Wealth Manager at Waypoint Wealth Partners. She brings over 5 years of experience in the financial services industry facilitating client relationships and providing support in the planning process. Previously, she worked at the U.S. Attorney’s Office where she assisted attorneys in prosecuting criminal cases.
Rania is passionate about working closely with clients to navigate their unique path. She is client focused and keeps the broader picture in mind.
Rania holds a B.S. in Finance and Marketing from California State University, Sacramento. To further her education, Rania is pursuing the Certified Financial Planner™ designation through the UC Berkeley Extension.
What do you enjoy most about your role as an Associate Wealth Manager?
I love guiding clients through the financial planning process to show them how to turn their financial goals into a reality. Every day is different, but it is always focused on helping our clients reach their goals, no matter how big or small.
What makes you proud to be a part of the Waypoint team?
I’m proud to work with a team of dedicated and passionate individuals who are focused on helping clients achieve their goals. Each member of the Waypoint team applies their unique skill set and experiences to provide a high-quality service to every client.
What is the best piece of advice you’ve ever received?
“If you fail to plan, you plan to fail.”
What do you love to do outside of work?
Outside of work, I love doing yoga, gardening and cooking. I’m always looking to try new recipes with the fresh ingredients I grow in my small garden. I also enjoy volunteering in the community and helping those who need extra support, especially children and the elderly.
Education, Credentials and Affiliations:
B.S. in Finance and Marketing, California State University, Sacramento
Financial Paraplanner Qualified Professional™ College for Financial Planning
Member, Junior League of San Francisco
Member, Ellevate Network