Jeff Rattiner, CPA, CFP

Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program, taught, which has been taught at eight universities, provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sort after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of financial planning topics, and developing CPE courses. Jeff Rattiner was the past editor for Personal Financial Planning by RIA Group/WG&L, Personal Financial Planning Monthly for Aspen/Panel Publishers, and was a columnist for Financial Planning and Financial Advisor magazines.

Jeff Rattiner Headshot