Maggie Rapplean, CFP®

As a financial adviser and CERTIFIED FINANCIAL PLANNER™ professional at Moneta, Maggie Rapplean brings an entrepreneurial spirit that helps her connect with other business owners and next-gen investors, as well as 401(k) plan sponsors. She focuses on family financial planning, financial planning for women, business financial planning and financial planning for couples. She enjoys building life-long relationships with her clients as she helps them organize their complex financial lives and define goals for their future.

Maggie believes in a team approach to serving clients in a comprehensive financial planning process. The team structure ensures continuity of service for clients and their families from one generation to the next. Maggie and her team focus on bringing order to clients’ financial lives by helping them define their goals and stay prepared with timely and proactive strategies. They help clients avoid emotionally driven decisions with objective guidance while educating them on financial concepts.

With nearly a decade of experience as a financial adviser, Maggie directs and delivers financial education to retirement plan participants and her clients with the goal of increasing financial literacy and retirement readiness. Maggie is a strong communicator and passionate about helping her clients gain confidence in their financial lives.

Maggie graduated Summa Cum Laude from the University of Missouri – St. Louis, earning her bachelor’s degree in Business Administration with an emphasis in Finance. She is currently earning her MBA through the graduate program at UMSL.

Maggie is an active member of the Rise Society and Workspace. She serves as a mentor for its nonprofit arm, RISE Society, which helps women of all ages achieve their greatest potential by increasing their social capital and tapping into a powerful pipeline of success. Maggie is also a supporter of Girls on the Run.

Phone: 315.735.9179| Email: mrapplean@monetagroup.com | Website: https://monetagroup.com/professional/maggie-rapplean/ | LinkedIn: www.linkedin.com/in/maggie-rapplean-cfp