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Kathleen M
CFP®, Series 63, Series 65
Venice, FL
ValMark Advisers, Inc.
Kathleen Mcgrath is a CFP® professional with 30 years of experience in financial advising. She is currently with W3 Wealth Advisors, LLC and affiliated firms, having previously worked at Wells Fargo Advisors. Mcgrath serves as a board member of the Hugs and Hope Foundation, a nonprofit supporting families affected by lung cancer treatments, and volunteers on the finance committee of Westwood Country Club. W3 Wealth Advisors provides financial planning and access to third-party managed accounts for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation through Valmark’s platform, coordinating client planning with other professional advisors.
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