Karen B. McIntyre,  CFP<sup>&reg;</sup> - Financial Advisor

Karen B. McIntyre, CFP®

Principal, Sr. Wealth Advisor

Wescott Financial Advisory Group, LLC

30 S. 17th Street
Philadelphia, PA 19103
FINANCIAL ADVISOR'S WEBSITE
(215) 979-1683

General

Karen McIntyre is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wescott Financial Advisory Group, LLC in Philadelphia, PA and the surrounding communities.

Financial Advisor Overview

Specialties: Fee Only Wealth Management for women, corporate executives, professionals, and inheritors with at least $2 million in investable assets.

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Financial Advisor Experience

Comprehensive fee only financial planning and investment advisory services to corporate executives and professionals since 1993.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Irregular Income, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources