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portrait of Frank Rattan Jr
FINANCIAL ADVISOR

Frank Rattan Jr

CFP®, CRPC™
400 Parker Square Rd Suite 275, Flower Mound, TX 75028opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Frank

I have been with Edward Jones since 2013 and I've worked in this industry since 2005 after graduating from the University of Texas at Arlington. Subsequently, I became a CERTIFIED FINANCIAL PLANNER™ Practitioner by completing the requirements of the CFP® Board, and also obtained the Chartered Retirement Planning Counselor™ designation or CRPC™ offered through the College For Financial Planning.

I'm passionate about providing financial education and guidance to clients and business owners in the community. This includes, but is not limited to, preparing for retirement, protection planning, saving for college or planning your estate. With the help of my branch...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Employee Stock Options

Work History

  • Edward JonesMay 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of Texas-ArlingtonBachelor of Business Admin

Team Members

  • Elizabeth Herrel
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(972) 691-2158

Fax

(877) 599-7078

Office Address

400 Parker Square Rd Suite 275
Flower Mound, TX 75028opens in a new window

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