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Maggie Rapplean

Partner

MBA, CFP®

St. Louis, MO fee-only financial planner supporting women, couples and businesses.

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER® 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 a decade of experience as a financial advisor, 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, where she earned her bachelor’s degree in Business Administration with an emphasis in Finance and her MBA in finance.

Maggie is an active board member at Girls on the Run St. Louis. The mission of Girls on the Run is to inspire girls to be joyful, healthy, and confident using a fun, experienced-based curriculum which creatively integrates running. Girls on the Run sees a world where every girl knows her limitless potential and is free to boldly pursue her dreams.

Maggie was honored in 2024 by the St. Louis Business Journal as one of its 40 Under 40 award winners.  [1]

In her spare time, Maggie enjoys spending time with her husband and three children. Maggie believes in living a highly active healthy lifestyle. She enjoys running, golf, and weightlifting.

Maggie has received recognition through awards or rankings noted above. Please see these required disclosures:

[1] 2024 St. Louis Business Journal 40 Under 40 was released on September 28, 2024, and awarded based on the honoree’s merits, achievements and contributions to their organizations and local community prior to the release of the ranking, without a specific time period. Ranking is created and determined by the St. Louis Business Journal. Neither Moneta nor the honoree paid any compensation in connection with obtaining or using this award. https://www.bizjournals.com/stlouis/c/meet-the-2024-40-under-40-winners.html

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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

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