PLAN TODAY. PROTECT TOMORROW.
Guiding individuals and families through life's financial decisions with clarity, strategy, and care
R&AP Financial, LLC
Mehran Rad is an Investment Advisor Representative dedicated to helping retirees and those nearing retirement navigate financial planning with clarity and confidence. With over 20 years in the financial services industry and a background in real estate investment, Mehran is known for his strategic, personalized approach to retirement income, tax minimization, investment management, and estate planning. A Fiduciary and Guilford College graduate, he holds the NASD Series 65 and multiple insurance licenses. Originally from Chapel Hill, NC, Mehran is a proud Tar Heels fan and former collegiate soccer player. He enjoys hiking, golf, and time with his family—especially supporting his three sons, all of whom have played professional soccer.
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HOW WE CAN HELP
Comprehensive Financial Solutions
Estate Planning
Protect your legacy and provide for future generations.
Income Planning
Create predictable income streams for confidence and stability.
Asset Preservation
Safeguard what you've built with strategies designed to reduce risk.
Tax Mitigation
Minimizes taxes and keeps more of your hard-earned wealth.
Risk Mitigation
Prepare for life's unknown with proactive risk management.
More Services
Business Planning, CRT, Wealth Management, and more.
Video Library
NOT Just For Millionaires And Billionaires
21st Century Trust Funding Method
NeverStop
Beneficiary Liquidity Plan
Mission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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