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
Michael Francis (CRD# 4858933) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Johnstown, OH and has over 13 years of experience in the finance industry.
Charles Williams (CRD# 1588539) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Johnstown, OH and has over 19 years of experience in the finance industry.
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...
Kevin Clark (CRD# 5173809) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Worthington, OH and has over 6 years of experience in the finance industry.
Robert Cochran (CRD# 1317149) is an Investment Advisor Representative working at PDS Planning, Inc. in Columbus, OH and has over 31 years of experience in the finance industry. Robert Cochran 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 putclients' interests first and comply with the Financial Planning Practice Standards.