Tag Archives | Rachael Grattan
rachael albuquerque balloons

Client Advisor Rachael Grattan In New Mexico For Albuquerque Balloon Festival

You don’t want to miss the beautiful pictures Client Advisor Rachael Grattan brought back from the Albuquerque International Balloon Fiesta last week in New Mexico. Rachael was visiting Santa Fe for an investment conference, and stopped by Albuquerque for a glimpse of this truly spectacular annual event, which is famous across the world. The Albuquerque […]

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Congratulations To New CFP® Rachael Grattan!

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 […]

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Take Me Out To The Ball Game!

Stephanie Cooper and Rachael Grattan were at the ball game Tuesday night to see the Miami Marlins play the New York Yankees, in an event sponsored by the Financial Planning Association of South Florida. But the evening wasn’t all fun and games. Before the Marlins took the field, Stephanie and Rachael attended a presentation by Daniel J. […]

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Our Very Own Stephanie Cooper Interviewed In The Sun-Sentinel!

Yes, that is our very own Stephanie Cooper interviewed in Sunday’s Sun-Sentinel! Personal finance reporter Donna Gehrke-White spoke to Stephanie to get a first-hand view of the challenges facing the “under 35” crowd in saving for retirement in South Florida. Savers in Florida have on average about 20% less than the rest of the country in their […]

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