Najeedah Ghias (CFP®)

Najeedah Ghias focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Middle Income Client Needs
  • Novice Investors

Planning Specialties

Najeedah is a Bucks County native who, from an early age, has been in love with the area and the natural beauty it has to offer. Whether it was attending the Governor’s school (where she learned about soil types, agriculture, plant science, farm animals, and global food issues), boating on the lake, or horseback riding on the farm, Najeedah has always spent as much time outdoors as possible.

Even while attending Temple University, where she double majored in Financial Planning and Risk Management & Insurance, she was able to stay connected to this passion by working at Sommerfield Stables teaching new riders, training rescue horses, and caring for a sweet pony named Lily.

At Rockwood, Najeedah translates this energy and enthusiasm into the nuances of finance where she enjoys providing her clients with the necessary direction and guidance to help them accomplish their financial goals.

NAPFA Start Date

February 11, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777