Kasha Mclemore
Kasha McLemore, CFP®, CRPC® Investment Management Consultant Financial Advisor, RJFS

Kasha McLemore was named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

Forbes Award

I am an Oregon native and an avid outdoor enthusiast. My family enjoys hiking, skiing, and everything the Pacific Northwest has to offer, including running! I have participated in the Hood to Coast Relay for more than 20 years. This is a 199 mile, overnight, long-distance relay race held annually in Oregon.

Throughout my life, and as a runner and collegiate athlete, I have always focused on the core competencies of dedication, perseverance, and hard work. After graduating with honors from University of Oregon with degrees in Business and Criminology, my path led to banking and finance and ultimately to the role of Financial Advisor. Now I apply the same disciplined focus and diligent attention to assist meeting the needs of my clients.

I began my career in 2002 at a credit union, and started obtaining my investment licenses in 2005. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I work under a fiduciary standard of care, which ensures that client needs are always top priority and as a Chartered Retirement Planning Counselor™, I specialize in retirement planning services.

I believe educating others about investments is vitally important for their peace of mind. I also believe it is imperative that a client’s investments align with their values. For this reason, we may work with a mix of traditional, alternative, and environmental & socially responsible organizations when building investment portfolios.

I enjoy getting to know my clients. Learning about their life goals and personal experiences helps develop a finely tuned plan to meet their individual needs. By aligning an appropriate mix of products and services designed specifically for each client, we hope to garner the highest potential for financial well-being. What I love most about being a Financial Advisor is the personal relationships that I build with my clients over the years as we work together collaboratively to help address all their financial needs as time and circumstances evolve.

AdvisorHub 100 Solo Advisors to Watch, 2023

Qualifications: holds series 6, 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.

CHARTERED RETIREMENT PLANNING COUNSELORSM AND CRPC® are registered service marks of the College for Financial Planning® Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.

The 2023 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub. Please visit https://www.advisorhub.com/advisors-to-watch-solo-2023/ for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.