Sign In

Emily McDonald

Consultant for Families Looking to Optimize their Finances Using The Wealth Engine™ - Finance and Business Professor

Emily McDonald is a dedicated and experienced financial advisor specializing in providing real-time clarity and control in financial planning through The Wealth Engine™ process.

With a background in Mechanical Engineering from Oregon State University and an MBA in Healthcare and Entrepreneurship from Marylhurst University, Emily brings a unique blend of analytical and strategic skills to her financial advisory work.

As an Independent LPL Financial Advisor at Emily McDonald Wealth Management, Emily assists clients in keeping more of what they earn, planning exit strategies for various investments, and informing crucial life decisions through A/B testing.

Prior to focusing on financial services, Emily served in several leadership roles at the U.S. Department of Veterans Affairs, including Principal Engineer and Assistant Chief in Facilities Management and Logistics.

Her teaching experience as a Faculty member at Portland Community College further underscores Emily's ability to communicate complex financial concepts in an easily understandable manner.

Emily McDonald's expertise lies in helping individuals navigate the intricacies of investment management, tax planning, and decision-making, with a focus on empowering clients to take informed and confident financial action.

Contact Emily McDonald Wealth Management today to discover how The Wealth Engine™ can revolutionize your approach to financial success.

Emily McDonald
Add to my network

Location

Portland, Oregon, United States