Jeff Rattiner

Mr. Rattiner has authored a book for Bloomberg Press entitled, “Getting Started as a Financial Planner”, has co-authored a financial planning textbook published by Mittra and Associates entitled “Practicing Financial Planning”, has authored a text for the American Management Association entitled “Adding Personal Financial Planning to Your Practice”, and has co-authored the Personal Financial Planning Library for Harcourt Professional Publishing. He is a columnist for Financial Planning Magazine.

Mr. Rattiner has provided extensive training programs for employees at Invesco Funds, American Express Financial Advisors, First Tennessee Bank, Sutro and Company, and Resources Trust Company. He teaches “Insurance Planning”, “Effective Income Tax Planning,” and “Investment Planning” at Metropolitan State College of Denver. He was awarded the “1997 Distinguished Faculty Member-Teacher of the Year” by Community College of Denver. The groups he has lectured include: REMAX International, Florida Institute of CPAs, California Society of CPAs, National Association of Investment Clubs (NAIC), Standard & Poor’s, American Academy of Dermatology, Baylor College of Medicine, TSP Engineers & Architects, U.S. West, Equitable, Douglas County, AIG, United Mine Workers, & the ICFP. He also informs & educates financial planners on how to become more successful in practice.