Judith A. McGee,  CFP<sup>&reg;</sup> - Financial Advisor

Judith A. McGee, CFP®

ChFC, CLU, LHD

CEO/Founder

McGee Wealth Management Inc.

12455 SW 68th Ave
Portland, OR 97223-8509
(503) 597-2222

General

Judith McGee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McGee Wealth Management Inc. in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - L.H.D., CLU

Insurance Licenses

  • Life insurance: WA,ID,CA,OR,MT
  • Health/disability insurance: WA,ID,CA,OR,MT
  • Fixed annuities: WA,ID,CA,OR,MT
  • Variable annuities: WA,ID,CA,OR,MI

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources