Georgene M. Grattan,  CFP<sup>&reg;</sup> - Financial Advisor

Georgene M. Grattan, CFP®

Grattan Financial Strategies

8814 Huntington Dr
San Gabriel, CA 91775-1271
(626) 451-0840


Georgene Grattan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Grattan Financial Strategies in San Gabriel, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources