Kathleen  Muldoon,  CFP<sup>&reg;</sup> - Financial Advisor

Kathleen Muldoon, CFP®

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

General

Kathleen Muldoon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carter Financial Management in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources