Alan Joseph Rattee, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Alan Joseph Rattee, Jr. CFP®

Carlson Investments

2 Capital Plaza, Suite 404
Concord, NH 03301
(603) 224-5977 CONNECT WITH Alan
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General

Alan Rattee is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Carlson Investments in Concord, NH and the surrounding communities.

Financial Advisor Overview

At Carlson Investments, we do more than build valuable portfolios. We build more valuable relationships—ones that create assurance through financial acumen and human intelligence.

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Financial Advisor Experience

5 years of industry experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources