Broker Check

Latest News & Philanthropy

May 2024: Wonderful memories made on Thursday May, 9th 2024 at the Bradley Hospital Board of Directors and Board of Governors event with the special screening of the movie, “EZRA”—directed by Tony Goldwyn and produced by William Horberg, both who were present that evening!

Featuring a star-studded cast: Robert DeNiro, Whoopi Goldberg, Rainn Wilson, Rose Byrne, Bobby Cannavale, Vera Farmiga and an extremely talented 15-year-old William A. Fitzgerald making his film debut with these Hollywood heavyweights!

This was a limited seating, one-time VIP event, and it was such an honor and pleasure to be a part of it. It reinforced the importance of all that we on the Board of Directors and Board of Governors do to help support Bradley Hospital and its patients, who are children and adolescents.

Autism awareness is critically important these days, and Bradley has the resources, talented staff, advanced research, and deep knowledge to accommodate those families in need of these. Ezra was well-written, brilliantly played out by the cast! The production touched my heart and shed some tears. I encourage everyone to see it when it is officially out in the theaters at the end of May 2024! *Rated R

(Pictured above) Dr. Carmen Sanchez, Director of Ezra, Tony Goldwyn and our managing partner Rulla Nehme Pontarelli CFP®, ChFC®, CASL® 

May 2024: Royal One Financial Group is proud to be a sponsor for Mercymount Country Day School Bids for Kids Annual Auction and Fundraiser!

Our managing partner, Rulla Nehme Pontarelli CFP®, ChFC®, CASL® and her husband Dr. Brian Pontarelli had a fabulous time this past Saturday at Bally’s Twin River Resort & Casino in Lincoln, RI.

April 2024: On April 27th we attended the Podiatry Institute Conference in Newport to launch our newest expansion–Physician Focused Finance!
 
Physician Focused Finance is a branch of Royal One Financial Group that caters specifically to the unique financial planning needs of medical professionals with their busy schedules in mind. This is an area that Rulla and her partners at AMP Consulting Group have been passionate about for over 20 years, and they have worked diligently to bring it all together. 

We had a fabulous time as a team catching up with old friends and making new ones!

September 2023: On September 28, 2023, our Managing Partner Rulla Nehme Pontarelli CFP®, ChFC®, CASL® key guest speaker at the 6th annual “R.I.S.E Women’s Leadership Conference”, where she was invited to provide insight and expertise about ‘Building Generational Wealth’. Hosted at the RI Convention Center, the event was an overwhelming success with over 1,200 people in attendance.

Rulla Nehme Pontarelli CFP®, ChFC®, CASL® at the R.I.S.E Women's Leadership Convention

June 2023: Our Managing Partner Rulla Nehme Pontarelli CFP®, ChFC®, CASL® and member of the Board of Governors, featured with Carmen Sanchez at the annual "Bravo Bradley" Gala fundraiser at Bradley Hospital. 

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.

121-20151008-256483


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!
Oops!