Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Phil is the founder and president of rebel Financial,an independent, fee-only financial planning firm in Columbus, OH that serves clients nationwide.
Originally from Huntington, West Virginia, Phil currently lives in Columbus, Ohio, and is married to Stephanie Ratcliff; a nurse at Nationwide Children’s Hospital. Phil and Stephanie have four beautiful children (below,left).
Phil attended the United States Military Academy at West Point and also served in the U.S. Army for over 7 years before deciding to pursue a business career. Phil graduated from OSU with a B.A in histrory with a minor in computer...
Richard Schuster (CRD# 4929007) is an Investment Advisor Representative working at Lpl Financial LLC in Gahanna, OH and has over 11 years of experience in the finance industry. Richard Schuster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Conway (CRD# 3120544) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gahanna, OH and has over 10 years of experience in the finance industry.