Distance Only East Hartford, CT
- 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
Donald Ratté (CRD# 2335156) is a Certified Financial Planner (CFP) / Financial Advisor working at Ameriprise Financial Services, Inc. in East Hartford, CT and has 30 years of experience in the Financial Planning and Investment industry. Don's areas of focus are:
- Retirement Planning Strategies
- Retirement Income Strategies
- Investment Management
- Saving for Education
- Estate Planning Strategies
Don was recognized as a Five Star Wealth Manager by Connecticut Magazine for years 2011, 2012, 2013, 2014, and 2015.
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Jeffrey Engler (CRD# 2658578) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in East Hartford, CT and has over 24 years of experience in the finance industry. Jeffrey Engler 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.