Katie St. Ores, CFP®, EA, ChFC®, MSPM

St. Ores Wealth Management, LLC

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

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phone:
view phone(971) 279-7788
website:
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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