James R. McKay, CFP®, AIF®
Jim is a founding shareholder of McKay Wealth Management and McKay Retirement Consultants. He is passionate about helping clients in reaching their long-term financial objectives. Jim is a strong believer that achieving financial goals hinges on having the right plan - a plan that fits the client’s unique circumstances and grows with them. Jim’s greatest strength is listening to and understanding his client’s needs, wants, and wishes, to help them work toward their financial goals and minimize taxes through tax-efficient solutions. His ability to design and use tax-deductible programs to accomplish succession and retirement goals sets him apart from others in the industry.
Jim has been in the financial services industry since 1981 and established the business succession and retirement plan departments. His knowledge and experience in tax efficiencies and finance make him sought after by many in the industry. Jim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), maintains the Accredited Investment Fiduciary® (AIF®) designation and is an Investment Advisor Representative with Cetera Advisor Networks LLC.
Jim has been named to Cetera's Circle of Excellence* in 2022 and 2023. This elite distinction recognizes the hard work Jim has done to provide his clients with trustworthy guidance, run a practice with integrity, and pursue excellence in all that he does.
McKay Retirement Consultants was named to the 2020 PLANADVISER's Top 100** Retirement Plan Advisers.
Jim is a graduate of Seattle Pacific University and the College for Financial Planning. He lives in South King County and enjoys traveling, fishing, and spending time with his family.
*The Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
**McKay Retirement Consultants was named to the 2020 PLANADVISER’s Top 100 Retirement Plan Advisers for the year 2020.PLANADVISER magazine recognizes the top quantitative standouts from their Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.