James McKay

About James McKay

Jim is a founding shareholder of McKay Wealth Management and McKay Retirement Consultants. He is passionate about helping clients in reaching their long-term financial objectives. Jim is a strong believer that achieving financial goals hinges on having the right plan - a plan that fits the client’s unique circumstances and grows with them. Jim’s greatest strength is listening to and understanding his client’s needs, wants, and wishes, to help them work toward their financial goals and minimize taxes through tax-efficient solutions. His ability to design and use tax-deductible programs to accomplish succession and retirement goals sets him apart from others in the industry. Jim has been in the financial services industry since 1981 and established the business succession and retirement plan departments. His knowledge and experience in tax efficiencies and finance make him sought after by many in the industry. Jim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), maintains the Accredited Investment Fiduciary® (AIF®) designation and is an Investment Advisor Representative with Cetera Advisor Networks LLC. Jim was named to Cetera\'s Circle of Excellence* for pursuing excellence in all that he does for his clients. Jim is a graduate of Seattle Pacific University and the College for Financial Planning. Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC,(doing insurance business in CA as CFGAN Insurance Agency LLC- CA Insurance license #06•••76), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. McKay Wealth Management and McKay Retirement Consultants are not a broker/dealer and/or an investment adviser. 901 Powell Ave SW | Suite 100 | Renton WA 98057 *The Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.

Experience

1. Investment Advisor Representative

   Cetera Advisor Networks Llc

   Jun 2021 — Present

Education

• Seattle Pacific University

  Economics

  1977 — 1981