Speaking to Clients About Investments with Confidence

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Brought to you by the Women & Finance Knowledge Circle: With market volatility rearing its head in 2025, you are probably getting more questions from clients who are nervous about the current market and ever-changing political landscape. Learn five dos/don’ts to help allay client fears and ensure clients come away from conversations feeling reassured in their investment plan.

This is a great opportunity to gain actionable insights and connect with fellow advisors. We look forward to having you join the discussion.

Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

Competency Level: Foundational

FPA Competency: Client Communication & Care, Professionalism

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Rafia Hasan, CFA, CFP®

Chief Investment Officer

Perigon Wealth Management

Rafia Hasan, CFA, CFP® is the Chief Investment Officer of Perigon Wealth Management, where she oversees the firm's investment strategies and supports the growing team of advisors. She chairs Perigon’s investment committee and leads the investment, operations and trading teams.

With a career that includes investment roles at Wipfli Financial Advisors and Dimensional Fund Advisors, Rafia has extensive experience in portfolio construction and asset allocation. She has been recognized with industry honors—including being named to the 2025 Markets Group Elite Private Wealth CIOs, 2024 Wealth Solutions Report Top 5 CIOs, and 2022 WealthManagement.com Rising Star. Rafia has also been quoted in national media publications including CNBC, Bloomberg, and in The Wall Street Journal.

She holds a bachelor’s degree in economics and math from Wellesley College and an MBA from the University of Texas at Austin.

She lives in Chicago with her husband and three daughters.