Meghan McGuire

About Meghan McGuire

Meghan is a dedicated planner with a passion for helping individuals and families achieve their financial goals through customized planning and personalized support. Meghan excels at crafting financial strategies that not only focus on wealth preservation but also on empowering women, youth and families take charge of their financial futures. Her journey into planning was driven by a desire to give back to her community and help others with the tools necessary to build lasting financial security.Meghan is highly credentialed financial advisor with an extensive background in financial development and personalized wealth management. She holds the prestigious designations of CERTIFIED FINANCIAL PLANNER(R), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), reflecting her expertise in comprehensive planning, risk management, and retirement strategies. Additionally, Meghan has earned her Master\'s of Science in Organizational Leadership from Colorado State University. A single mother, Meghan resides in Larkspur where she enjoys running, budgeting, reading and participating in play productions. She takes pride in the values of financial literacy and discipline, which she instills not only in her own family but also in the broader community. She has played an active role as a youth leader and mentor, working closely with programs such as Cub Scouts, Junior Achievement, Wells Fargo Advisors Women\'s Team Network- Colorado division, and Habitat for Humanity. Her passion for community involvement is evident in her former participation on her church\'s Board of Stewards and deacons.Best contact is e-mail m••••••••@wellsfargoadvisors.com or phone 30••••••00This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, RI, SC, TN,TX, UT, VA, WA, WI, and WY onlyCA Insurance Producer License # 0L46138. Resident state is and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Financial Advisor

   Wells Fargo Advisors

   Nov 2014 — Present

Education

• Colorado State University- Global

  Master's degree

  2009 — 2013

• Fort Hays State University

  Bachelor of Applied Science (B.A.Sc.)

  1998 — 2001

Skills

• Insurance
• Multigenerational Wealth Planning
• College Education Planning
• Investments
• Financial Services
• Relationship Management
• Microsoft Office
• Epicor
• Wealth Preservation Planning
• Financial Reporting
• Investment Planning
• Deferred Compensation Plans
• Retirement Savings
• Estate Investment Planning
• Inventory
• Asset Allocation
• Colorado State Insurance
• Risk Management
• Investment Strategies
• Retirement Planning
• Quickbooks
• 401(K) Rollovers
• 401(K) Planning
• Strategic Planning
• Financial Advisory
• Retirement Plan Consulting
• Quicken
• Securities
• Fixed Income Strategies
• Business Owner Planning
• Month/Year End
• Retirement
• Budgets
• Finance
• Financial Analysis