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.
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