Fran McKay, CFP®, AAMS®, CRPC®

Fran McKay, CFP®, AAMS®, CRPC® is an Independent Financial Advisor at Catalyst Wealth Planning. Based on the available information, here are some key details about her:

Professional Background

Fran McKay specializes in tax-efficient retirement, philanthropy, and estate planning.23 As an Independent Financial Advisor, she provides financial services to clients across the United States.

Location and Client Base

She resides in Camas, Washington, but meets with clients online throughout the United States. Some of her client locations include Texas, Indiana, and the Shoppes at Grand Prairie in Peoria, IL.1

Qualifications

Fran holds several professional designations:

• CFP® (Certified Financial Planner)
• AAMS® (Accredited Asset Management Specialist)
• CRPC® (Chartered Retirement Planning Counselor)

These certifications indicate her expertise in various aspects of financial planning and wealth management.

Professional Philosophy

Fran appears to place a strong emphasis on trust in her role as a financial advisor. She recognizes trust as a crucial element in the advisor-client relationship.4

It's worth noting that while there is limited specific information about Fran McKay's personal background or career history, her professional focus is clearly on providing comprehensive financial planning services with an emphasis on retirement, charitable giving, and estate planning.