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Eric R

CFP®

Austin, TX

Apella Wealth

Eric Rabbanian is a CFP® professional with 24 years of industry experience. He is currently with Apella Wealth and has operated his own firm, Rabbaniann Financial Planning, Inc., since 1999. Rabbanian is the sole owner and program instructor at RFP Education, LLC, where he develops instructional and exam materials for the Yale School of Management Certified Investment Management Analyst Program®. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and financial planning. The firm employs a model-driven, quantitative investment approach with a focus on factor-oriented equity strategies and portfolio customization, supported by integrated technology and a broad institutional reach.

Factor investing / smart beta Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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