Katie Cfp's Contact Details

Katie Cfp's Company Details

St Ores Wealth Management

N/A, N/A, US • 5 - 9 Employees
Financial Services

Virtual or in-person - Katie St Ores can meet with you virtually on-line or at the physical office in McMinnville Oregon. We use various types of communication, financial planning, and document sharing tools to help bring information to you efficiently and securely.St Ores Wealth Management is a 100% advisor-owned company. We are fiduciaries for our clients. We work for you! Unlike commission brokers and bank salespeople, our first duty is to our clients. We align our interests with yours and focus on serving you.  We know that every client is unique. We do not make recommendations without first understanding you. After our discovery meeting, Katie St Ores develop a financial strategy that is tailored just for you, to help you achieve your goals and reach your full financial potential.Your financial plan is prepared and monitored by Katie St Ores. Katie is a Licensed Tax Consultant, Certified Financial Planner(CFP ® ) and a Chartered Financial Consultant (ChFC™). Katie St Ores has also completed Wharton's Certified Investment Management Analyst® (CIMA®) Program and Loyola's Certified Merger & Acquisitions Advisory (CMAA®) Program.Wharton – University of Pennsylvania – Certified Investment Management Analyst programYamhill County Investment Advisory CommitteeLoyola University – Certified Mergers and Acquisition advisor programUC Berkeley– Certificate in AccountingThe American College– Chartered Financial ConsultantCFP Board of Standards- Certified Financial PlannerEnrolled Agent– Empowered by the U.S. Dept of the TreasuryLicensed Tax Consultant – Independent Tax Practitioner Licensed by the State of OregonRegistered Investment Adviser– Registered with Oregon Division of Financial RegulationUniversity of Wisconsin– Masters of Project ManagementMoscow State University-Masters in Administrative Management with HonorsACAMS– Certified Anti-Money Laundering Specialist ProgramSt Ores Wealth Management-Financial Consultant, Wealth Advisor