Katie St. Ores, CFP®, EA, ChFC®, MSPM

St. Ores Wealth Management, LLC

Verified NAEA Member US Tax Court
435 NE Evans St
Mcminnville, Oregon 97128
United States

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view phone(971) 279-7788
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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 Markusen & Schwing CPA’s Beaverton Oregon

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

By Appointment

Additional Information

Company Name: St. Ores Wealth Management, LLC

Designations: CFP®, EA, ChFC®, MSPM