Amanda McGrath (CFP®)

Amanda McGrath focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
NAPFA Start Date
February 14, 2019