Topline | Charles Ratner

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Charles Ratner

Chair, Insurance Committee at Trust & Estates Magazine

Intro Book

Expert in estate planning, tax, and wealth management.

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Location

Cleveland, Ohio, United States, US

Skills

Estate Planning
Tax
High Net Worth Individuals
Strategic Financial Planning
Accounting
Wealth Management
Investments
Leadership
Financial Planning
Succession Planning
Retirement Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Charles has 21+ years of experience in estate planning, tax, and wealth management, with a strong background in high net worth individuals and leadership. His education from top institutions like Emory University School of Law and The American College adds prestige. Skills like estate planning, tax, and wealth management are in demand. Location is Cleveland, Ohio, which is a mid-sized market. According to national benchmarks, experts with his level of experience and education typically charge higher rates. Maybe around $200–$300 per hour? But considering his leadership role and professional degrees, maybe higher. Some experts in similar fields can charge $300–$500 per hour. Let’s check averages. Experts with his background might average $250–$350. So I’ll estimate around $275, but given the uncertainty, I’ll round down to $250

Bio

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Topline AI

Charles Ratner is a seasoned expert in estate planning, tax, and wealth management with over 21 years of experience, including 3 months as Chair of the Insurance Committee at Trust & Estates Magazine. He holds various professional degrees, including a JD from Emory University School of Law and CLU, ChFC, and MST from The American College and University of Hartford, respectively. He is based in Cleveland, Ohio.

Experience

Trust & Estates Magazine
- Chair, Insurance Committee
  - Apr 2024 - Present
Trusts & Estates Magazine
- Member of Trust & Estates Editorial Advisory Board
  - Jan 2003 - Present
EY
- National Director of Personal Insurance Counseling
  - 1989 - Feb 2016

Education

Emory University School of Law
The American College
The American College
University of Hartford
University of Massachusetts, Amherst

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Estate Planning and Wealth Management”

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Charles Ratner

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate