McKenna Galante

Wealth Manager at Creative Planning LLC

Role
Wealth Manager at Creative Planning
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About McKenna Galante

Creative Planning provides comprehensive wealth management services including investment…

Experience

  1. Wealth Manager

    Creative Planning

    Oct 2022 — Present · Milwaukee, WI, US

    Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Education

  • Marquette University

    Bachelor of Business Administration - BBA, Finance and Marketing

    2013 — 2017

Skills

  • Microsoft Word
  • Nonprofits
  • Event Planning
  • Volunteering
  • Powerpoint
  • Microsoft Excel
  • Microsoft Office
  • Recruitment Training
  • Teamwork
  • Leadership

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McKenna Galante — Wealth Manager at Creative Planning in Milwaukee, WI, US | Unifers