Rachael Grattan, CFP

Boca Raton, FL
2255 Glades Road
Suite 226A
Boca Raton, FL 33431

Direct: 561-948-5745
Fax: 866-248-8678

Rachael Grattan, CFP®

Rachael Grattan is a seasoned financial planner who joined our firm in early 2018 as an Associate Advisor. In her primary role, she enjoys working one-on-one with her clients to simplify their financial lives and plan for the future. Before joining us, Rachael spent five years at a small RIA in South Florida, where she started in a client service role as she worked to obtain the CFP® designation. She became a CFP® professional in 2016 and then worked there as an Associate Advisor before joining us.

In addition to serving her clients directly, Rachael recently joined the firm’s Financial Planning Committee. In this critical role, she helps our firm stay abreast of best practices for using our integrated financial planning tools to provide the highest level of expertise and service to our clients.

Rachael is a member of the Financial Planning Association (FPA) of South Florida. From 2015-2017, she served on the local FPA South Florida Board of Directors as NexGen director, coordinating networking and educational events targeted towards younger CFP® professionals.

In her free time, Rachael enjoys spending time with her energetic Cairn Terrier Toby, reading, and being outdoors.

Rachael attended Florida Atlantic University in Boca Raton, FL where she earned a B.A. in Finance.

Please click here for complete definitions of our professional designations.


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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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