Phil served in the US Army for 8 years and has been a financial advisor for over 13 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 holds a CFP, ChFC, CLU, is an active member in the Financial Planning Association as well as the National Association of Personal Financial Advisors.
Phil is married to Stephanie Ratcliff, a RN at Nationwide Children‘s Hsopital, they have 5 beautiful children, 3 dogs and 3 cats.
Investment Advisor Representative for rebel Financial
B.A. in History from The Ohio State University
Chartered Financial Consultant (ChFC®)
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®)
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients.
A more detailed description of the company, its management and practices are contained in it’s Firm Brochure (Form ADV, Part 2A).