WestStar Financial Group

CONNECT

Address:

8625 SW Cascade Ave, Suite 104
Beaverton, OR 97008

Phone:

503-521-7249

Fax/Other:

503-530-8543

JAMES R. MCKAY, CFP®, AIF®

JAMES R. MCKAY, CFP®, AIF®

Jim, President, is passionate about helping clients in reaching their long-term financial objectives.  He is a strong believer that to achieve financial goals hinges on having the right plan -- one that fits the clients’ unique circumstances and grows with them.  Jim’s greatest strength is listening to and understanding his clients needs, wants and wishes, to be able to help them work toward their goals.

Jim has been in the Financial Services industry since 1981.  He is a founding shareholder of McKay Wealth Management, where he established the Business Succession and Retirement Consultant departments.  His knowledge and experience in these areas make him sought after by many in the industry.  Jim is a CERTFIED FINANCIAL PLANNER™  practitioner, maintains the Accredited Investment Fiduciary® designation and is an Investment Advisor Representative with Voya Financial Advisors.  He is a life and qualifying member of the Voya Circle of Excellence for over 10 years.  He is also a Voya National Practice Leader for Succession and Retirement Planning for Closely Held Business Owners and is a member of the Voya ERISA Plan Investment Consulting (EPIC) program.  Jim is recognized by the Financial Times as one of the Top 401 Retirement Advisors* of 2015, 2016 and 2017 for his focus on serving defined contribution and retirement plans.

Jim, a graduate of Seattle Pacific University, served as president of Seattle Pacific University’s Falcon Club.

 

* The Financial Times 401 Top Retirement Plan Advisors is an indepenent listing produced by the Financial TImes.  The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT's research.  The listing reflects each advisor's status in seven primary areas, including DC plan assets under manaement, growth in DC plan business, specialization in DC plan business, and other factors.  This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance.  Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

McKay Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors.