Courtney McHarg, CRPC®
LPL Financial Advisor
Principal │McHarg & Associates Wealth Planning
Courtney McHarg is an LPL financial advisor and the principal and founder of McHarg & Associates Wealth Planning. She received her Bachelor of Arts degree in Economics from the University of California at Davis. She brings more than 18 years of experience as a financial planner and wealth advisor to clients seeking to simplify their financial lives and maintain financial independence throughout retirement.
Courtney is a Chartered Retirement Planning CounselorSM (CRPC®) and holds her Series 7 securities registration with LPL Financial. She was named a FIVE STAR Wealth Manager for 2014, 2015, 2016, 2017 and 2018.* Her areas of focus include:
- Retirement Income Strategies
- Retirement Planning Strategies and Investments
- Domestic Partner Planning
- Women's Financial Strategies
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2014, 2015, 2016, 2017 and 2018 Five Star Wealth Managers.
How can a CRPC® help you pursue your wealth management and retirement goals?
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning courses that focus on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues, such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.