We consider it a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements.
So please join with us in offering our warm congratulations to Rachael Grattan in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark!
Rachael also received a well-deserved promotion to the position of Client Advisor.
She is an active member of the Financial Planning Association of Greater Fort Lauderdale where she serves on the board as the leader of the local NexGen group, a community for young professionals.
Rachael helps clients with all aspects of their financial planning and investment portfolios. She also assists clients in coordinating their required minimum distributions from IRA and retirement accounts, and works with them to enhance retirement contributions and retirement income strategies.
Congratulations, Rachael, and thank you so much for all you do on behalf of our clients!