Barbara J. McMahon,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara J. McMahon, CFP®

MBA CMFC® CRPC®

President

Innovest Financial Partners

601 E. 63rd St, Ste 220
Kansas City, MO 64110
FINANCIAL ADVISOR'S WEBSITE
(816) 363-6660

General

Barbara McMahon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Innovest Financial Partners in Kansas City, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC, CRPC

Insurance Licenses

  • Life insurance: MO, KS, NE, VA, IA, AZ, NM, AR
  • Health/disability insurance: MO, KS, NE, VA, IA, AZ, NM, AR
  • Fixed annuities: MO, KS, NE, VA, IA, AZ, NM, AR
  • Variable annuities: MO, KS, NE, VA, IA, AZ, NM, AR

Broker-Dealer Affiliation

Cetera Financial Group

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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