William Phillip Ratcliff,  CFP<sup>&reg;</sup> - Financial Advisor

William Phillip Ratcliff, CFP®

ChFC®, CLU®

President

rebel Financial

540 Officenter Pl, Ste 286
Gahanna, OH 43230
FINANCIAL ADVISOR'S WEBSITE
(614) 441-9605 CONNECT WITH William
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General

William Ratcliff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at rebel Financial in Gahanna, OH and the surrounding communities.

Financial Advisor Overview

Successfully planning for your future requires placing a high degree of trust with your advisor and other trusted professionals. You must share your inner aspirations and divulge information on your most valued possessions. We value this trust that is placed in us and hold sacred our responsibilities to you, our clients, in this relationship.

What is rebel Financial?

rebel Financial was created to serve our clients first. We’ve worked to reduce bureaucracy, increase efficiency, limit conflicts of interest, and find ways to add more value to our clients and, in this way, we do rebel against the ordinary. Learn more about what makes us different

Our Team:

A team is only as strong as it individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you. Read More

Our Investment Philosophy:

There are many financial companies, firms and advisors out there that would like you to believe that they have figured out the “magical recipe” to investment success and that you must work with them to learn the complex secrets to success. Successful financial planning and good investment performance are not complex, however, they are not easily accomplished either. There is no secret behind how we help our clients succeed and we’ll share it with you now, even if you’re not a client. Read on…

See how you can hire us:

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Financial Advisor Experience

Why trust us to give you financial advice and help you make some of the most important and complex decisions of your life?  We have over 25 years of professional experience in the financial industry, an extensive educational background, certifications from the most respected organizations in the financial planning community, and a dedication to continually upgrading that knowledge over time so that we can offer you the highest quality advice.

Education:

Phil studied Military History and Computer Science at The United State Military Academy at West Point where he was in the top 10% of his class.  He graduated with a Bachelor of Arts in History from the Ohio State University in 2003.  Later, he studied towards his Master’s in Business Administration through Webster University, which was about two-thirds completed when he put it on hold to work on his financial practice and earn his Certified Financial Planner (CFP®)Designation & Chartered Financial Consultant (ChFC®) Designation.  

Experience:

  • Financial Advisor for American Express Financial Advisors: June 2003-June 2005
  • Financial Advisor for AXA Advisors, LLC: June 2006 – August 2013
  • President & Founder of rebel Financial LLC: May 2013 - Present

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Nontraditional Households

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Helpful Financial Planning Resources