DENVER, January 20, 2025 /24-7PressRelease/ — Mary Kate Flaherty has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Flaherty is a certified financial planner and the founder and portfolio manager of MKF Private Wealth Management in Denver since 2022. In this capacity, she trades stocks and bonds, examines alternative investments, and engages in retirement and tax planning. She also assists clients with social security strategies and educational funding for their grandchildren. Ms. Flaherty’s dedication to her clients is evident in her strict adherence to non-compete and non-solicitation policies, and she values the trust and connections she can build with them.
Before establishing her firm, Ms. Flaherty was the vice president and financial consultant at Charles Schwab from 2015 to 2021. During her tenure, she provided comprehensive financial advice to high-net-worth individuals, helping them navigate complex investment landscapes. Before this role, Ms. Flaherty was an associate financial consultant for the firm between 2014 and 2015, where she honed her skills in client management and financial planning. Her career began at Charles Schwab in 2011 as a high-net-worth specialist and active trader, managing portfolios for affluent clients and focusing on maximizing returns while mitigating risks. Ms. Flaherty’s initial foray into the financial industry was as a finance analyst at Triage Custom Inc. in 2010, where she gained valuable analytical experience that would serve as the foundation for her future roles.
In preparation for her career, Ms. Flaherty holds a Bachelor of Business Administration in finance and biological sciences with a minor in Spanish from the University of Denver in 2011. She also completed coursework at the London School of Economics in England, the University of Minnesota, and the University of Granada in Spain. Ms. Flaherty’s academic background has been instrumental in shaping her analytical and strategic approach to financial planning.
Apart from her degree, Ms. Flaherty received several professional designations supporting her career in finance. She is a certified financial planner and holds several certifications from the Financial Industry Regulatory Authority, including Series 66, Series 63, and Series 7 licenses.
In addition to her professional achievements, Ms. Flaherty is involved in various civic organizations. She is an adviser for the Denver Zoo and the Rocky Mountain Society and is associated with Girls Inc., Service for Sight, and Denver Health. Her contributions to these organizations reflect her commitment to community service.
Ms. Flaherty has received numerous accolades, including the Platinum Chairman’s Club Award from Charles Schwab and multiple Client Champion Awards. She was also recognized as the youngest vice president at Charles Schwab and the first person to participate in the Accelerated Career Program in Denver, a testament to her hard work and perseverance.
Ms. Flaherty envisions sustained growth for MKF Private Wealth Management and plans to hire additional staff members while maintaining a sense of intimacy and exclusivity with her clients. She prioritizes personalized service and aims to remain deeply involved in their lives across multiple generations.
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