VG
V. Grace Rogan
Associate Planner at Kcr Wealth Management,
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Work Experience
May 2016 - Present · 8 years and 8 months
Associate Planner
Jul 2017 - Present · 7 years and 6 months
Financial Planning Intern
May 2016 - Aug 2016 · 3 months
Administrative Assistant And Receptionist
May 2015 - Aug 2015 · 3 months
Company Details
KCR Wealth Management is an independent fee-only financial advisory firm specializing in investment management and integrated retirement, estate, and tax planning services. Our customized strategies are designed to meet each client's unique circumstances and goals. We help our clients make well-informed financial decisions through expert advice at every stage in life. We conduct regular client review meetings in order to ensure proper and timely adjustments are made to existing plans as client needs and priorities change over time.
Year Founded
2014
Social Media
Linkedin
Industry
Financial Services
HQ Location
1818 Library Street Suite 500 Reston, Virginia 20190, US
Keywords
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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