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Joe McAuliffe, CRPS®, CFP®

Advisor

Joe McAuliffe, CRPS®, CFP®

Advisor

Contact Information

Kansas City, Missouri Joe.McAuliffe@rubinbrown.com 913-232-8256

Joe McAuliffe is an Investment Advisor with RubinBrown Advisors. Joe works closely with his clients to understand their individual goals and objectives, as well as educate them on matters of personal finance in order to develop financial plans that best meet their goals and lifestyles. He has experience providing clients with guidance on numerous financial planning topics such as investments, retirement planning, cash flow, taxes, and estate planning.

Education

Bachelor of Science In Business administration from Creighton University

Experience

Estate and retirement planning Financial planning Investment advisory services

Professional Organizations

Certified Financial Planner® Chartered Retirement Plans Specialist™ Member, Kansas City Financial Planning Association
1-800-678-3134 Integrated Planning for Life
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