Congratulations to AFA Associates Rachael Grattan and Stephanie Cooper!


Rachael Grattan

Please join us in a shout out to Client Service Associates Rachael Grattan and Stephanie Cooper! They are both working on coursework preparing them to sit for the two-day Certified Financial Planner (CFP®) Certification Examination (it’s typically a six-part educational program that can take up to three years to complete, culminating in the final comprehensive exam).

Last Friday, Rachael passed her Part #2 exam on Investments with flying colors, and Stephanie aced her Part #1 Financial Planning and Insurance exam. Congrats!

The CFP® or CERTIFIED FINANCIAL PLANNER™ designation is generally considered to be the “gold standard” of financial planning designations and a near requirement for all those wanting to provide personal financial and investment advice.


Stephanie Cooper

Our firm is firmly committed to providing the best possible client service and advice. We strive to continuously improve our skills and knowledge through continuing education, industry training, and enhanced professional designations.

Clients can call Rachael or Stephanie at anytime with their questions or if they need assistance. Both can be reached by phone at 561-417-0001.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
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