Your "Go-To Expert" for Financial Planning
Mr. Rattiner, the President of JR Financial Group, Inc., is a dynamic speaker who can present on a wide range of financial planning topics. Whether in person or virtually, Jeff can engage with audiences and deliver practical insights and advice on a variety of topics.
Mr. Rattiner's speaking engagements are customized to meet the specific needs of each audience. He can work with you to design a custom topic within their niche and deliver the ultimate presentation that will inform, educate, and entertain their audience. With his engaging and entertaining teaching style, Jeff's presentations have received critical acclaim and have been delivered to audiences at prestigious universities such as New York University, The American College, the University of California, Metropolitan State College of Denver, The Ohio State University, and Arizona State University, as well as dozens of financial service companies.
Mr. Rattiner has been awarded the "1997 Distinguished Faculty Member-Teacher of the Year" by the Community College of Denver, and his expertise in financial planning has been featured in major financial publications such as Financial Planning Magazine and The Register. Whether clients are looking for a keynote speaker, breakout session, in-house training, or one-on-one coaching, Jeff is the "go-to expert" for financial planning.
Interested in hiring Jeff Rattiner for a speaking engagement?
Testimonials
"The Rattiner program is second to none in preparing for the CFP® exam and learning valuable lessons to share with clients. By following Jeff's advice, study schedule, and testing practices, I was able to pass the exam the first time. It is hard to put a price tag on the 30 years of experience he has in helping students attain the CFP® and while testing his stories and real-life examples were echoing in my head and proved essential to my success. The CFP® will be a game changer for me, my practice, and most importantly the families I serve."
Mark Finney
"Jeff's Financial Planning Fast Track was the key to my success. I have struggled my entire life with taking tests. I did not think I had a chance, but I wanted to pass this exam. I was able to change my test taking ability, because of the structure of this program. I have taken more practice questions than I care to count. Because of this, his class does a great job preparing you for 'Game Day.' Going into the exam I was nervous, but once the questions started I was in the groove that I developed taking Jeff's exams. I highly recommend this program."
Gerald Varela
"If you are serious about sitting for the CFP® exam, Jeff Rattiner's course will put you in a great position to pass the first time. His class is the real deal. He provides you with all the critical information needed to answer all questions thrown at you by the CFP® Board. If you want to understand this exam inside and out and the confidence on exam day, take this course."
Robert Weaver
"Taking Jeff's Financial Planning Fast Track provided me with the diligence and level of intensity that was needed to pass the CFP® exam. As someone with no prior experience in the industry, I was starting at square one. Jeff taught in ways that were easy to understand and retain, and all of the practice questions and group study sessions were critical to my success. Jeff's stories and examples helped to apply the knowledge and truly prepare us for Game Day and take the volume of information to the next level. I highly recommend this program!"
Irena Ernst
"The Fast Track program helped immensely. It prepares you for the exam better than any self-study course ever could. Each course pushes you to learn the details of the topics, and Jeff helps bring everything together to finish with a strong understanding of how they interact in the format of the Exam."
Tyler Clark
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