Phil Ratcliff Bio Header Mobile

Phil Ratcliff, a certified financial advisor, is the founder of rebel Financial, a financial firm that he started in 2013. Phil’s hard work, charisma, and true passion for his business has helped him build rebel from the ground up. He specializes in all facets of the financial advising business, whether it be navigating the process to the younger generation to getting retirees on the right track to a hopeful tomorrow, Phil wants to make financial literacy more accessible to everyone.

Phil served in the United States Army for 8 years before settling down into finances in 2003 at American Express Financial Advisors. Phil is an active member in the Financial Planning Association, NAPFA, and NorthStar BNI. Known as the “jack of all trades”, Phil has an extensive background with his Bachelors in History from The Ohio State University and his enthusiasm for technology. His certifications include AIF®,ChFC®, CFP®, and CLU®. 

Outside of working diligently at rebel, Phil is married with 5 children. Phil enjoys living life to the fullest and devotes his time to his friends, family, company, and employees.

  • Phil Ratcliff

    Email
    Phil@Rebelfinancial.com

    NAPFA Profile
    View

    FPA Profile
    View

Bio

Phil Ratcliff, a certified financial advisor, is the founder of rebel Financial, a financial firm that he started in 2013. Phil’s hard work, charisma, and true passion for his business has helped him build rebel from the ground up. He specializes in all facets of the financial advising business, whether it be navigating the process to the younger generation to getting retirees on the right track to a hopeful tomorrow, Phil wants to make financial literacy more accessible to everyone.

Phil served in the United States Army for 8 years before settling down into finances in 2003 at American Express Financial Advisors. Phil is an active member in the Financial Planning Association, NAPFA, and NorthStar BNI. Known as the “jack of all trades”, Phil has an extensive background with his Bachelors in History from The Ohio State University and his enthusiasm for technology. His certifications include AIF®,ChFC®, CFP®, and CLU®. 

Outside of working diligently at rebel, Phil is married with 5 children. Phil enjoys living life to the fullest and devotes his time to his friends, family, company, and employees.

Contact
  • Phil Ratcliff

    Email
    Phil@Rebelfinancial.com

    NAPFA Profile
    View

    FPA Profile
    View

Certifications