I am a fee-only financial advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. I work with individuals, families, and business owners who require comprehensive financial planning and investment advice. My job goes beyond managing investment portfolios. I want to understand my client’s needs and help guide them through life’s challenges. I get questions on what to do about debt, whether they can buy that second home, how and when to gift assets, how much to save for their child’s college education. Helping clients make these life choices allows them to be confident in the success of their future. As a fiduciary I act with a strong sense of personal accountability to my clients. I do no
Jeff Mccullough
Owner & Financial Advisor
Koenig Investment Advisory
United States, Oregon, Ashland
About Me
Profile Information
Owner & Financial Advisor
Koenig Investment Advisory
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Ashland
Oregon
United States
Aug 6, 2024
Work Experience
Koenig Investment Advisory
Owner & Financial Advisor Dec 2020 - Present
Email: jeff@koeniginvestment.com
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