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Ebony R

Series 65

Spencer, IA

Cetera Planning Partners

Ebony Rahe is a Series 65-credentialed financial advisor at Cetera Planning Partners with six years of industry experience. She also works as an accountant at Williams & Company, P.C., a regional CPA firm where she has been employed since 2002. Rahe serves as the president of the Harris-Lake Park Community School District school board. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, and emphasizes a diversified investment approach tailored to clients’ objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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