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Jamie  McGill, CFP

Jamie McGill, CFP® (pronouns he/him/his), is a Financial Advisor at Christopher Street Financial, a RIA that is focused on the financial planning and investment advisory needs of the LGBTQ and progressive communities.  Prior to joining the firm, Jamie held various roles in banking and financial services.  As a Certified Financial Planner™, he partners with tax, legal, and trust professionals to coordinate and customize planning to the unique needs of a highly diverse client base.     

Programs by Jamie  McGill, CFP.

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Bressler's Raising the Bar Series: Financial Planning for LGBTQ Families

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This podcast episode brings together Brian Ellis, a Financial Institutions Litigator with Bressler, Amery & Ross, P.C., with his lifelong friend and former college roommate, Jamie McGill, who is a Certified Financial Planner and Financial Advisor...

Program Number
31165
Program Date
2021-08-19
Category
Discrimination LawDiversity, Inclusion and Elimination of BiasDomestic RelationsEstate PlanningEstate Planning & ProbateFamily LawFederal CourtsFinancial ServicesPersonal Injury
State
CaliforniaColoradoGeorgiaNew JerseyNew YorkTexas Self Study
Program Credits
Diversity, Inclusion, and Elimination of Bias:1 Credit
Total Credits
CLE Credit: 1
Presenters
Brian  Ellis, Esq.
 Jamie  McGill, CFP
 Fred  Schoenbrodt II, Esq.

$95

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