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W. Phil Ratcliff, CLU®, CFP®, AIF®, ChFC®
Rebel Financial

Tel: 614-441-9605
540 Officenter Place
Suite 286
Gahanna, OH 43230

About W. Phil Ratcliff

President and Senior Advisor, W. Phil Ratcliff, is a Certified Financial Planner® (CFP) and the founder of rebel Financial, a financial firm that he started in 2013 that has grown into one of the largest Fee-Only RIAs in the Midwest and fastest organically growing in the country. Phil's hard work, charisma, and true passion for his business have helped him build rebel from the ground up with the unique objective (at least in the financial world) to put People before profits. He specializes in advanced planning (such as executive benefits, stock options, charitable giving, and complex estate/tax planning) and building the business processes that are continuing to drive the firm forward to new heights to deliver ever more value to our clients.


About Rebel Financial

rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial.

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General Information

Insurance License#:   643365
Name of Custodial Firm:   TD Ameritrade, Schwab, TIAA CREF
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Retirement Planning, 401K Rollovers, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Legal Advice and Services, Financial Advice & Consulting

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home, Video Conference, Video Conference

Firm Information

Advisor's Number of Clients:   290

Compensation and Fees

Compensation Methods:   Based on Assets, Flat Fee

Education

BA   The Ohio State University

    18 Years of Experience

  • CRD# 168263
  • Insurance License# 643365

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