Congratulations To New CFP® Rachael Grattan!

congratulationsWe 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!

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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5 Responses to Congratulations To New CFP® Rachael Grattan!

  1. christy September 14, 2016 at 9:06 am #

    Hurray for Rachael, that is a true achievement.

  2. Andrew Trammell September 14, 2016 at 9:33 am #

    Congratulations Rachael! What an accomplishment! Look forward to seeing you guys next week.

  3. Michael Gold September 14, 2016 at 9:37 am #

    RACHAEL! Congratulations, and best wishes for more successes to come.

  4. robin steinmetz September 14, 2016 at 4:30 pm #

    Congratulations Rachael. A huge mountain climbed,no?

    All the best for your continued success

  5. Merrie Meyers September 14, 2016 at 4:41 pm #

    Kudos to Rachel

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