Kathleen Kee
Senior Wealth Advisor at Buckingham Strategic Wealth
- Role
- Senior Wealth Advisor at Buckingham Strategic Wealth
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Advisor
Dec 2020 — Present · Portland, OR, US
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, nonprofit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, ulti-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.What I post here is my opinion, not the opinion of my employer
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