McKenna Financial
Identity
- Name
- McKenna Financial
- Formatted address
- 4305 Gesner St # 306, San Diego, CA 92117, USA
- Phone
- (619) 276-8441
- Website
- http://www.mckennafinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=1216579516666817114&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | not-established | 1 | fresh |
|
|
| compensation_model | fee_based | 2 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial advisory firm
- mckennafinancial.com https://mckennafinancial.com/why-mckenna/ self-published
-
categorized_as: financial planners
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
-
categorized_as: Personal Wealth Management
- mckennafinancial.com https://mckennafinancial.com/contact-us/ self-published
-
client_specializations: professionals at or near retirement
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
-
client_specializations: professionals preparing for retirement or already enjoying it
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
-
fiduciary_status: fiduciary
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
-
professional_certifications: CFP
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
-
services_offered: asset management, financial planning, and risk management
- mckennafinancial.com https://mckennafinancial.com/why-mckenna/ self-published
-
services_offered: Cash flow and budgeting
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
-
services_offered: comprehensive financial planning, investment planning, risk management, retirement planning, income planning, cash flow management, education planning, tax planning, estate planning
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
-
services_offered: comprehensive financial planning
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
-
services_offered: comprehensive financial planning
- mckennafinancial.com https://mckennafinancial.com/james/ self-published
-
services_offered: comprehensive financial planning
- mckennafinancial.com https://mckennafinancial.com/ self-published
-
services_offered: Education planning
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
-
services_offered: Estate planning
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
-
services_offered: Investment management
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
-
services_offered: investment management
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
-
services_offered: Personal Wealth Management
- mckennafinancial.com https://mckennafinancial.com/team/ self-published
-
services_offered: Personal Wealth Management
- mckennafinancial.com https://mckennafinancial.com/jennifer/ self-published
-
services_offered: Personal Wealth Management
- mckennafinancial.com https://mckennafinancial.com/contact-us/ self-published
-
services_offered: Risk management and insurance planning
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
-
years_in_practice: 50 years
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
professional certifications: cfp
Citation count: 3
- investorsourcellc.com https://investorsourcellc.com/advisors/james-l-mckenna/ independent
- linkedin.com https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ independent
- mckennafinancialplanning.com https://www.mckennafinancialplanning.com/ independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| professional_certifications | James L McKenna, License #8acc5a9e-7c83-4180-a3f4-77f6676a0436, United States | https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 | registry_verified |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bbb.org/us/ca/san-diego/profile/family-practice/huong-nguyen-md-1126-1000103541 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://advisor-registry.org/financial-advisors/california/san-diego-ca/robert-mckenna/1202197 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://advisor-registry.org/financial-advisors/california/san-diego-ca/robert-mckenna/1202197 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://advisor-registry.org/financial-advisors/california/san-diego-ca/robert-mckenna/1202197 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://advisor-registry.org/financial-advisors/california/san-diego-ca/robert-mckenna/1202197 | kept |
|
|
| regulatory_registration | CA, FL, GA, HI, ID, MD, NV, NY, OR, VA, WA | https://investorsourcellc.com/advisors/james-l-mckenna/ | kept |
|
|
| professional_certifications | CFP | https://investorsourcellc.com/advisors/james-l-mckenna/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://investorsourcellc.com/advisors/james-l-mckenna/ | kept |
|
|
| services_offered | Tax Preparation | https://reports.adviserinfo.sec.gov/reports/individual/individual_4938928.pdf | kept |
|
|
| founded_by | 0f9c9d46-1476-4428-b9e5-a10081801fb2 | https://mckennafinancial.com/bob/ | kept |
|
|
| services_offered | comprehensive financial planning | https://mckennafinancial.com/james/ | kept |
|
|
| services_offered | Personal Wealth Management | https://mckennafinancial.com/jennifer/ | kept |
|
|
| services_offered | investment management | https://mckennafinancial.com/mckenna-method/ | kept |
|
|
| services_offered | comprehensive financial planning | https://mckennafinancial.com/mckenna-method/ | kept |
|
|
| categorized_as | financial planners | https://mckennafinancial.com/mckenna-method/ | kept |
|
|
| years_in_practice | 50 years | https://mckennafinancial.com/mckenna-method/ | kept |
|
|
| client_specializations | professionals at or near retirement | https://mckennafinancial.com/mckenna-method/ | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/mckenna-financial-bozeman | kept |
|
|
| located_in | 675246da-589e-4b6a-bfc4-acfe3e730b32 | https://www.yelp.com/biz/mckenna-financial-bozeman | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/mckenna-financial-planning-uniondale-3 | kept |
|
|
| categorized_as | Life Insurance | https://www.yelp.com/biz/mckenna-financial-planning-uniondale-3 | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/mckenna-financial-planning-uniondale-3 | kept |
|
|
| categorized_as | Insurance | https://www.yelp.com/biz/mckenna-financial-services-and-insurances-american-fork | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/mckenna-financial-services-and-insurances-american-fork | kept |
|
|
| located_in | 75b00995-bc60-4cc9-baaa-7c66ccc88112 | https://www.yelp.com/biz/mckenna-financial-services-and-insurances-american-fork | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/mckenna-financial-services-and-insurances-american-fork | kept |
|
|
| categorized_as | Personal Wealth Management | https://mckennafinancial.com/contact-us/ | kept |
|
|
| services_offered | Personal Wealth Management | https://mckennafinancial.com/contact-us/ | kept |
|
|
| categorized_as | financial advisor | https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 | kept |
|
|
| compensation_model | fee-based | https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 | kept |
|
|
| services_offered | financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars | https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ | kept |
|
|
| fiduciary_status | fiduciary | https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ | kept |
|
|
| client_specializations | retirees, professionals | https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ | kept |
|
|
| professional_certifications | CFP | https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ | kept |
|
|
| services_offered | comprehensive financial planning | https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ | kept |
|
|
| categorized_as | Financial advisor | https://nextdoor.com/pages/mckenna-financial-services-insurances-american-fork-ut/ | kept |
|
|
| founded_by | 85b8953f-f5d2-41b1-96bd-f844f4322f43 | https://nextdoor.com/pages/mckenna-financial-services-insurances-american-fork-ut/ | kept |
|
|
| located_in | 75b00995-bc60-4cc9-baaa-7c66ccc88112 | https://nextdoor.com/pages/mckenna-financial-services-insurances-american-fork-ut/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.crunchbase.com/organization/mckenna-financial | kept |
|
|
| categorized_as | financial firm | https://www.crunchbase.com/organization/mckenna-financial | kept |
|
|
| founded_by | 598d977f-467a-4837-85a1-b3d2406e6ef9 | https://www.crunchbase.com/organization/mckenna-financial | kept |
|
|
| services_offered | relationship management, wealth management, comprehensive planning services | https://www.crunchbase.com/organization/mckenna-financial | kept |
|
|
| founded_by | 85b8953f-f5d2-41b1-96bd-f844f4322f43 | https://www.mapquest.com/us/utah/mckenna-financial-services-359886033 | kept |
|
|
| categorized_as | Financial advisor | https://nextdoor.com/pages/mckenna-financial-san-diego-ca/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/mckenna-financial-san-diego-ca/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/mckenna-financial-san-diego-ca/ | kept |
|
|
| categorized_as | Professional services | https://nextdoor.com/pages/mckenna-financial-san-diego-ca/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/mckenna-financial-san-diego-ca/ | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://nextdoor.com/pages/mckenna-financial-san-diego-ca/ | json_ld_parsed |
|
|
| client_specializations | independent financial advisors | https://www.mapquest.com/us/california/mckenna-financial-370208913 | kept |
|
|
| categorized_as | Financial consultant | https://www.mapquest.com/us/california/mckenna-financial-370208913 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/mckenna-financial-370208913 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/mckenna-financial-370208913 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/mckenna-financial-370208913 | json_ld_parsed |
|
|
| professional_certifications | CFP | https://www.mckennafinancialplanning.com/ | kept |
|
|
| services_offered | portfolio review | https://www.mckennafinancialplanning.com/ | kept |
|
|
| professional_certifications | Enrolled Agent | https://www.taxbuzz.com/find-the-best-enrolled-agent/california/san-diego/robert-mckenna | kept |
|
|
| services_offered | tax return preparation and planning | https://www.taxbuzz.com/find-the-best-enrolled-agent/california/san-diego/robert-mckenna | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.taxbuzz.com/find-the-best-enrolled-agent/california/san-diego/robert-mckenna | kept |
|
|
| categorized_as | Enrolled Agent tax practice | https://www.taxbuzz.com/find-the-best-enrolled-agent/california/san-diego/robert-mckenna | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/san-diego-ca/mip/mckenna-financial-471015696 | json_ld_parsed |
|
|
| categorized_as | Financial Services | https://www.yellowpages.com/san-diego-ca/mip/mckenna-financial-471015696 | kept |
|
|
| categorized_as | Financial Planning Consultants | https://www.yellowpages.com/san-diego-ca/mip/mckenna-financial-471015696 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/san-diego-ca/mip/mckenna-financial-471015696 | kept |
|
|
| categorized_as | http://schema.org/LocalBusiness | https://www.yellowpages.com/san-diego-ca/mip/mckenna-financial-471015696 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/san-diego-ca/mip/mckenna-financial-471015696 | json_ld_parsed |
|
|
| has_accolade | ff93f651-3b32-4739-8138-7c0a67cce051 | https://mckennafinancial.com/ | kept |
|
|
| services_offered | comprehensive financial planning | https://mckennafinancial.com/ | kept |
|
|
| fiduciary_status | fiduciary | https://mckennafinancial.com/about-us/ | kept |
|
|
| client_specializations | professionals preparing for retirement or already enjoying it | https://mckennafinancial.com/about-us/ | kept |
|
|
| services_offered | comprehensive financial planning, investment planning, risk management, retirement planning, income planning, cash flow management, education planning, tax planning, estate planning | https://mckennafinancial.com/about-us/ | kept |
|
|
| founded_by | 598d977f-467a-4837-85a1-b3d2406e6ef9 | https://mckennafinancial.com/about-us/ | kept |
|
|
| professional_certifications | CFP | https://mckennafinancial.com/about-us/ | kept |
|
|
| services_offered | Investment management | https://mckennafinancial.com/process-services/ | kept |
|
|
| services_offered | Risk management and insurance planning | https://mckennafinancial.com/process-services/ | kept |
|
|
| services_offered | Estate planning | https://mckennafinancial.com/process-services/ | kept |
|
|
| services_offered | Education planning | https://mckennafinancial.com/process-services/ | kept |
|
|
| services_offered | Cash flow and budgeting | https://mckennafinancial.com/process-services/ | kept |
|
|
| services_offered | Personal Wealth Management | https://mckennafinancial.com/team/ | kept |
|
|
| categorized_as | financial advisory firm | https://mckennafinancial.com/why-mckenna/ | kept |
|
|
| services_offered | asset management, financial planning, and risk management | https://mckennafinancial.com/why-mckenna/ | kept |
|
|
| categorized_as | independent financial advisors | https://www.linkedin.com/company/mckenna-financial | kept |
|
|
| compensation_model | fee-based | https://www.linkedin.com/company/mckenna-financial | kept |
|
|
| client_specializations | high net worth individuals | https://www.linkedin.com/company/mckenna-financial | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/company/mckenna-financial-inc | kept |
|
|
| services_offered | Financial Planning, Risk Management, Tax Planning, Investment Management, Retirement Planning, Estate Planning, Cash Flow Management, Education Planning, and Financial Goal Setting | https://www.linkedin.com/company/mckenna-financial-inc | kept |
|
|
| fiduciary_status | committed to upholding our fiduciary duty to always act in your best interest | https://www.linkedin.com/company/mckenna-financial-inc | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/mckenna-financial-inc | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/mckenna-financial-inc | json_ld_parsed |
|
|
| services_offered | estate and business planning | https://www.mckenna-financial.com/who-we-are/our-team | kept |
|
|
| services_offered | financial planning, risk management, asset accumulation, retirement distribution strategies | https://www.mckenna-financial.com/who-we-are/our-team | kept |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
Self-asserted.
-
cfp_certification: James L McKenna, License #8acc5a9e-7c83-4180-a3f4-77f6676a0436, United States
verified
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 independent
Verification source- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 independent
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 6
- investorsourcellc.com https://investorsourcellc.com/advisors/james-l-mckenna/ independent
- mckennafinancial.com https://mckennafinancial.com/ self-published
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/contact-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/james/ self-published
- mckennafinancial.com https://mckennafinancial.com/jennifer/ self-published
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
- mckennafinancial.com https://mckennafinancial.com/team/ self-published
- mckennafinancial.com https://mckennafinancial.com/why-mckenna/ self-published
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 independent
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial-inc independent
- linkedin.com https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ independent
- mckennafinancialplanning.com https://www.mckennafinancialplanning.com/ independent
- Data refreshed
- investorsourcellc.com https://investorsourcellc.com/advisors/james-l-mckenna/ independent
- mckennafinancial.com https://mckennafinancial.com/ self-published
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/contact-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/james/ self-published
- mckennafinancial.com https://mckennafinancial.com/jennifer/ self-published
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
- mckennafinancial.com https://mckennafinancial.com/team/ self-published
- mckennafinancial.com https://mckennafinancial.com/why-mckenna/ self-published
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 independent
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial-inc independent
- linkedin.com https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ independent
- mckennafinancialplanning.com https://www.mckennafinancialplanning.com/ independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- investorsourcellc.com https://investorsourcellc.com/advisors/james-l-mckenna/ independent
- mckennafinancial.com https://mckennafinancial.com/ self-published
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/contact-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/james/ self-published
- mckennafinancial.com https://mckennafinancial.com/jennifer/ self-published
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
- mckennafinancial.com https://mckennafinancial.com/team/ self-published
- mckennafinancial.com https://mckennafinancial.com/why-mckenna/ self-published
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 independent
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial-inc independent
- linkedin.com https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ independent
- mckennafinancialplanning.com https://www.mckennafinancialplanning.com/ independent
- Synthesis run at
- investorsourcellc.com https://investorsourcellc.com/advisors/james-l-mckenna/ independent
- mckennafinancial.com https://mckennafinancial.com/ self-published
- mckennafinancial.com https://mckennafinancial.com/about-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/contact-us/ self-published
- mckennafinancial.com https://mckennafinancial.com/james/ self-published
- mckennafinancial.com https://mckennafinancial.com/jennifer/ self-published
- mckennafinancial.com https://mckennafinancial.com/mckenna-method/ self-published
- mckennafinancial.com https://mckennafinancial.com/process-services/ self-published
- mckennafinancial.com https://mckennafinancial.com/team/ self-published
- mckennafinancial.com https://mckennafinancial.com/why-mckenna/ self-published
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/robert-mckenna-1012578 independent
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/8acc5a9e-7c83-4180-a3f4-77f6676a0436 independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial independent
- linkedin.com https://www.linkedin.com/company/mckenna-financial-inc independent
- linkedin.com https://www.linkedin.com/in/james-mckenna-cfp%C2%AE-msba-ftp-631180b5/ independent
- mckennafinancialplanning.com https://www.mckennafinancialplanning.com/ independent