Rachael Grattan (CFP®)

Rachael Grattan focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

Hi, I'm Rachael, I serve as a Financial Advisor at Team Hewins. I became a CFP® professional in 2016 and then worked there as an Associate Advisor before joining Team Hewins. I'm a member of the Financial Planning Association (FPA) of South Florida. From 2015-2017, I served on the local FPA South Florida Board of Directors as NexGen director, coordinating networking and educational events targeted towards younger CFP® professionals.

 

What I enjoy most about my role is working one-on-one with clients to help them simplify their financial lives and plan for the future. Prior to joining Team Hewins, I spent five years at a small RIA in South Florida where I started out in a client service role as I worked to obtain the CFP® designation. In addition to serving clients directly, I recently joined the firm’s Financial Planning Committee. In this critical role I help our firm stay abreast of best practices for using our integrated financial planning tools so that we can provide the highest level of expertise and service to our clients.

 

In my free time, I enjoy spending time with my energetic Cairn Terrier Toby, reading, and being outdoors.

NAPFA Start Date

July 16, 2019

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This Office

2255 Glades Rd Ste 226A Boca Raton, FL 33431-7391 Phone: (561) 948-5745