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ABOUT JUDY MCNARY

Education
M.S. Personal Financial Planning,
..College for Financial Planning
MBA/Finance,
.. University of Colorado
B.A. Economics/Computer Science,
..University of Colorado

CFP certification in progress.
.. Passed CFP exam 2007.  Registered Investment Adviser,
.. State of Colorado

Membership &
Professional Affiliations
..Alliance of Cambridge Advisors
..National Association for Personal
..Financial Advisors
..MENSA
..Broomfield Chamber of Commerce

 

 

 

 

 



Personal
I have been married for over 25 years to Scott, a structural engineer. We have three children. When I’m not working, my favorite activities include include skiing, tennis, scuba diving, and travel. I am a Charter Volunteer of the Denver Downtown Aquarium where I volunteer as a scuba diver. I’ve also volunteered with Girl Scouts, with youth sports, and with elementary school students in advanced math and writing programs

Prior to establishing my financial planning practice, I enjoyed a successful career as an entrepreneur in high technology. I received several awards including Entrepreneur Magazine’s Top Forty Under 40. As a consultant I developed strategic business and marketing plans for numerous companies and taught college courses on software applications for business and business ethics.

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Ever changing tax laws, investment
choices, insurance options, retirement and college funding rules have created such a complex financial landscape that it’s hard to see the forest for the trees. I enjoy the challenge of guiding my clients through these issues and constructing clear paths that get them where they want to be.
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CAMBRIDGE CANON OF ETHICS click here
As a member of the Alliance of Cambridge Advisors, I agree to the following Canon of Ethics and will uphold it in my dealings with clients, fellow members, and Alliance of Cambridge Advisors, Inc.:

I am in a fiduciary relationship with clients which means that I will put a client’s interests first, before my interests or any others and disclose potential conflicts of interest to all clients and prospective clients. I will conscientiously complete all work agreed to in a prompt and
timely manner.

I will provide financial planning services solely as a fee-only advisor.

I will act objectively in all matters with clients, and will not accept any commissions based on advice or recommendations given.

I will continuously strive to improve upon the competence and the quality of services I provide.

I will maintain the highest level of professional integrity in relationships with clients, associated professionals and government officials.

As a member of the Alliance of
Cambridge Advisors, I agree to the
following Canon of Ethics and will
uphold it in my dealings with clients,
fellow members, and Alliance of
Cambridge Advisors, Inc....

 

McNary Financial Planning, LLC is a Registered Investment Adviser with the state of Colorado. The firm may serve clients in Colorado and in those states in which it is exempted from registration. McNary Financial Planning, LLC provides fee-only comprehensive financial planning to individuals, couples, families, and small business owners of all income levels who want to improve the quality of their lives through financial security. The information in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. McNary Financial Planning, LLC does not render or offer to render personalized investment advice or financial planning advice through the website. The authors, publisher and host are not providing legal, accounting or other advice specific to your situation.

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