Kathi McMahon (CFP®, MS)

Kathi McMahon focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
NAPFA Start Date
June 02, 2020