Fran Mckay, Cfp®, Aams®, Crpc®

Fran Mckay, Cfp®, Aams®, Crpc® Email and Phone Number

Financial Advisor @ Catalyst Wealth Planning
Portland, OR, US
Fran Mckay, Cfp®, Aams®, Crpc®'s Location
Camas, Washington, United States, United States
Fran Mckay, Cfp®, Aams®, Crpc®'s Contact Details

Fran Mckay, Cfp®, Aams®, Crpc® work email

Fran Mckay, Cfp®, Aams®, Crpc® personal email

Fran Mckay, Cfp®, Aams®, Crpc® phone numbers

About Fran Mckay, Cfp®, Aams®, Crpc®

Fran Mckay, Cfp®, Aams®, Crpc® is a Financial Advisor at Catalyst Wealth Planning. She possess expertise in financial services, investment strategy, planning for the unexpected, retirement planning, education savings and 2 more skills.

Fran Mckay, Cfp®, Aams®, Crpc®'s Current Company Details
Catalyst Wealth Planning

Catalyst Wealth Planning

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Financial Advisor
Portland, OR, US
Website:
catalystwealthplanning.com
Fran Mckay, Cfp®, Aams®, Crpc® Work Experience Details
  • Catalyst Wealth Planning
    Catalyst Wealth Planning
    Portland, Or, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Sep 2024 - Present
    St. Louis, Mo, Us
    View
  • Catalyst Wealth Planning
    Independent Financial Advisor
    Catalyst Wealth Planning Jun 2018 - Sep 2024
    Boutique style service, comprehensive financial planning (retirement, taxes, philanthropy and estate planning), and expert advice for retirees, pre-retirees and small business owners seeking tax-efficient retirement income, philanthropy and wealth transfer. Visit catalystwealthplanning.com to learn more.
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Apr 2014 - Jun 2018
    St. Louis, Mo, Us
    Financial Advisor
    View
  • Chemical Manufacturing
    Plant Manager
    Chemical Manufacturing 1992 - 2014
    Held various position in chemical manufacturing including Plant Manager, Maintenance Manager, Operations Manager, Production Engineer and Process Engineer. Employers included: FMC Corporation, PVS Chemicals, Cognis, Rhodia, and Lyondell-Citgo.

Fran Mckay, Cfp®, Aams®, Crpc® Skills

Financial Services Investment Strategy Planning For The Unexpected Retirement Planning Education Savings Living In Retirement Saving Money On Taxes

Fran Mckay, Cfp®, Aams®, Crpc® Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services
  • University Of Houston
    University Of Houston
    Chemical Engineering
  • University Of Oklahoma
    University Of Oklahoma
    Industrial Engineering

Frequently Asked Questions about Fran Mckay, Cfp®, Aams®, Crpc®

What company does Fran Mckay, Cfp®, Aams®, Crpc® work for?

Fran Mckay, Cfp®, Aams®, Crpc® works for Catalyst Wealth Planning

What is Fran Mckay, Cfp®, Aams®, Crpc®'s role at the current company?

Fran Mckay, Cfp®, Aams®, Crpc®'s current role is Financial Advisor.

What is Fran Mckay, Cfp®, Aams®, Crpc®'s email address?

Fran Mckay, Cfp®, Aams®, Crpc®'s email address is fr****@****ail.com

What is Fran Mckay, Cfp®, Aams®, Crpc®'s direct phone number?

Fran Mckay, Cfp®, Aams®, Crpc®'s direct phone number is +130962*****

What schools did Fran Mckay, Cfp®, Aams®, Crpc® attend?

Fran Mckay, Cfp®, Aams®, Crpc® attended College For Financial Planning, University Of Houston, University Of Oklahoma.

What are some of Fran Mckay, Cfp®, Aams®, Crpc®'s interests?

Fran Mckay, Cfp®, Aams®, Crpc® has interest in Skiing, Investing, Traveling, Electronics, Reading, Hiking, Strength Training.

What skills is Fran Mckay, Cfp®, Aams®, Crpc® known for?

Fran Mckay, Cfp®, Aams®, Crpc® has skills like Financial Services, Investment Strategy, Planning For The Unexpected, Retirement Planning, Education Savings, Living In Retirement, Saving Money On Taxes.

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