Team Hewins
Rachael Grattan is a seasoned financial planner who joined our firm in early 2018 as an Associate Advisor. In her primary role, she enjoys working one-on-one with her clients to simplify their financial lives and plan for the future. Before joining us, Rachael spent five years at a small RIA in South Florida, where she started in a client service role as she worked to obtain the CFP® designation. She became a CFP® professional in 2016 and then worked there as an Associate Advisor before joining us.
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Team Hewins
At Team Hewins financial wellbeing comes first. As fee-only financial advisors, Team Hewins works side by side with the client to ease the process of financial planning.