McKenna Financial Planning

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Introduction: As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and businesses. It takes careful planning to pursue your goals. Such planning is not a single event. It's a process. As your life circumstances change, so must the investment strategies I use to keep you on course towards meeting your objectives. This is why I work with you, one on one, to focus on your specific goals. As an independent company of LPL Financial, I am free to choose the appropriate products and services that address my clients' needs because LPL Financial does not offer any proprietary products. This commitment to objective, conflict-free financial advice helps to preserve the integrity of my investment recommendations without the pressures of Wall Street firm management.

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What should the customer know about your pricing (e.g., discounts, fees)?
My clients have the choice to either pay a traditional commission per investment transaction or pay an annual advisory fee with unlimited transactions.
What is your typical process for working with a new customer?
Typically, I meet with my clients to determine what they want to work towards. It could be to save for their children's or grandchildren's education. It could be to save for retirement. It could be to generate monthly investment income that will last a lifetime. Once we determine the goal, I create a plan to help my clients get from where they are today to where they want to be in the future.
What education and/or training do you have that relates to your work?
I earned a Finance degree from Hofstra University in 1996. I started working for PaineWebber in 1997. I received my Certified Financial Planning (CFP®) designation in 2005. After working for 16 years with PaineWebber/UBS, Smith Barney and Wells Fargo Advisors, I established McKenna Financial Planning in 2013.