Broker Check

Latest News & Philanthropy

August 2021: I just wanted to share a recent highlight of my team and me, which was showcased in the August 2021 issue of Rhode Island Monthly Magazine. Our team works together daily to serve you with quality information & statistics regarding your finances, retirement, investments, life insurance, estate planning and so much more. We are here for you! We exist to help you gain independence.

July 2021: Who has philanthropy in their heart? As a proud member of the Board of Governors, here I stood at the annual ball & fundraiser with my dear friend, and former President of the presitigious Bradley Hospital in RI, Daniel Wall. The event was a tremendous success!

April 27, 2017: How Trump's New Tax Reform Proposal May Affect Every Income Bracket

June 6, 2016: RI & MA tied for #5 on this latest list! Time to prepare for long-term care costs in advance if you haven't done so already. This is one of the areas I give special attention to for my clients. Priciest States for In-Home Health Aides

(Seekonk, MA – 9/21/2015) RullaNehme, CFP®, ChFC®, CASL®, partner at Independence Financial Partners and a member of the executive committee at Bradley Hospital, helped host the 2015 Play 4 Bradley's Kids Golf Tournament.Proceeds from the event, held at Ledgemont Country Club, will benefit the hospital's renowned Healing Arts Program, which offers patients access to art therapy and a wide range of therapeutic programs including yoga, music, dance and more.

The all-day event kicked off with lunch, followed by a 1p.m. Shotgun Start. On the course, 30 foursomes (120 golfers) turned out for a friendly competition. At 5:30p.m., awards and raffle winners were announced over cocktails and dinner.

"There was an indescribable level of energy before, during, and after this amazing event,” Nehme said. “It was so touching to see this group of individuals come together and have lots of fun whilesupporting the patients at Bradley Hospital through their donations. The owner of Ledgemont Country Club, Joe Ruggiero, topped off the event with a gracious donation to the Healing Arts Program that blew us all away. At the end of the day, we raised $91,348 - nearly triple our fundraising goal."

Bradley Hospitalis the nation's first psychiatric hospital devoted exclusively to children, adolescents and their families, and is a nationally recognized center for children's mental health care, training and research. Philanthropic events like the Play 4 Bradley's Kids Golf Tournament provide funding forBradley's world-class research projects as well as resources to better diagnose and treat a broad range of psychiatric and developmental disorders.

Read more about the 2015 Play 4Bradley's Kids Golf Tournament here.


From left to right: Mehdi Khosrovani R.A., AIA , Victoria Themuda, Rulla Nehme, CFP®, ChFC®, CASL® and Daniel Wall, President of Bradley Children's Hospital.


Volunteer Victoria Themuda and Rulla Nehme, CFP®, ChFC®, CASL®

Rulla Nehme, CFP®, ChFC®, CASL® and Carmen Luis, Secretary to the President of Bradley Children's Hospital.


Donor, Rulla Nehme, CFP®, ChFC®, CASL, is welcomed by Daniel J. Wall, President of Bradley Hospital, for a tour (Summer 2014).

Have a Question?

Thank you!