Katie St. Ores, CFP®, EA, ChFC®, MSPM
St. Ores Wealth Management, LLC
Mcminnville, Oregon 97128
United States phone: view phone(971) 279-7788 website: Visit Website Contact this Listing
Description
CFP Certified Financial Planner
https://www.youtube.com/c/KatieStOresCFPChFCEA
Enrolled Agent – Federally Authorized tax practitioner by the US Dept of the Treasury
Chartered Financial Consultant (ChFC) at St Ores Wealth Management
Registered Investment Advisor
Tax Accountant at Schwing CPA’s Beaverton Oregon
Medicare Agent
Education:
Wharton – U of Pennsylvania Investment Management Analyst program
UC Berkeley - Certificate program in accounting
Loyola University CM&AA – Certified Merger & Acquisition Advisor
University of Wisconsin MSPM – Masters of Science in Project Management
Moscow State University MSA - Masters of Science in Administrative
Languages: English, Russian
Monday thru Friday
9:00 to 4:30
OR By Appointment
Additional Information
Company Name: St. Ores Wealth Management, LLC
Designations: CFP®, EA, ChFC®, MSPM