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rebel Financial
Columbus, OH

W. Phil Ratcliff

CFP®, ChFC®, CLU®
Score:
100

Meet W. Phil

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Video Transcripts

Originally from Huntington, West Virginia, Phil currently lives in Columbus, Ohio, and is married to Stephanie Ratcliff; a nurse at Nationwide Children’s Hospital. Phil and Stephanie have four beautiful children.

Phil attended the United States Military Academy at West Point and also served in the U.S. Army for over 7 years before deciding to pursue a business career. Phil graduated from OSU with a B.A in histrory with a minor…

Originally from Huntington, West Virginia, Phil currently lives in Columbus, Ohio, and is married to Stephanie Ratcliff; a nurse at Nationwide Children’s Hospital. Phil and Stephanie have four beautiful children.

Phil attended the United States Military Academy at West Point and also served in the U.S. Army for over 7 years before deciding to pursue a business career. Phil graduated from OSU with a B.A in histrory with a minor in computer science and then pursued an M.B.A. from Webster University

Phil has been a financial advisor for over 12 years. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.

Phil’s professional education and certifications include:

  • Investment Advisor Representative for rebel Financial LLC
  • B.A. in History from The Ohio State University
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

View our main website: http://rebelfinancial.com/

View our client service models: http://columbusfinancialadvisor.com/

View our Financial Planning infosite: http://columbusfinancialplan.com/


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
Estate Planning
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors
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