Financial Planning Consultants


JR Financial Group

Jeffrey H. Rattiner, CPA, CFP®, RFC, MBA

Jeff Rattiner is president & chief executive officer (CEO) of the JR Financial Group, Inc., which is a multi-purpose holding company with offices in the Denver and Phoenix metro areas serving consumers and the financial services industry.

Mr. Rattiner authored Rattiner’s Review for the CFP Certification Examination - Fast Track Study Guide and “Rattiner’s Financial Planner’s Bible” for John Wiley & Sons. He authored “Getting Started as a Financial Planner” for Bloomberg Press, authored “Adding Personal Financial Planning to Your Practice” for American Management Association, Personal Financial Planning Library for Harcourt Professional Publishing, and co-authored “Practicing Financial Planning. He is a columnist for Financial Planning Magazine.

Mission For Advisors

Educate advisors on how they should do financial  planning for their clients through its subsidiary, Financial Planning Institute, LLC (FPI), and trains advisors to become CFP ® Certificants, through the nationally recognized and acclaimed “Rattiner’s Financial Planning Fast Track™” program.

Training

Mr. Rattiner’s extensive Rattiner’s Financial Planning Fast Track™ (FPFT) program, which trains professionals on how to become Certified Financial Planner (CFP) licensees, has won critical acclaim in the December 2001 issue of Financial Planning Magazine. He has programs nationwide and has provided extensive training programs for employees at Wells Fargo, Bank of America, SunAmerica, AIG Advisors, Invesco Funds, American Express Financial Advisors, First Tennessee Bank, TIAA-CREF, Merrill Lynch, Sutro and Company, and Resources Trust Company. He teaches “Personal Financial Planning”, “Insurance Planning”, “Investment Planning”, “Income Tax Planning,” Retirement Planning, Estate Planning, and the CFP Examination Review Course at New York University, Metropolitan State College of Denver, and the University of California at Riverside. He was awarded the “1997 Distinguished Faculty Member-Teacher of the Year” by Community College of Denver. Among the groups he has lectured to include REMAX, CPA Societies in Florida, California, Colorado, Arizona, Washington, and Nevada, National Association of Investment Clubs (NAIC), Standard & Poor’s, American Academy of Dermatology, Baylor College of Medicine, University of Texas Medical School, TSP Engineers & Architects, U.S.West, Equitable, Douglas County, United Airlines, AIG, United Mine Workers, & the ICFP. He also informs & educates financial planners on how to become more successful in practice.

JR Financial Group

Denver Metro Office

6410 South Quebec Street

Centennial, CO 80111

Phone: 720.529.1888
Fax: 720.529.9888

 

Phoenix Metro Office

9491 E. Desert Cove Avenue

Scottsdale, AZ  85260

Phone: 866.501.1010
Fax: 720.529.9888

Email: jeff@jrfinancialgroup.com

 

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