Skip to main content

Our financial advice team


Paige Mcdonald

Paige Mcdonald

APMA®, CRPC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Soundview Financial Group
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Christian Financial Strategies
  • Cash Flow Management Strategies

Interests

  • Gardening, tending our 15 fruit trees, and taking care of our backyard chickens
  • Spending time at our family beach cabin at Sunny Shores with my husband and our five sons
  • Transcribing Medieval Latin sermons
  • Participating in activities at our parish, Holy Rosary
  • Researching and documenting family history and geneology

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. English Composition, History, Classics University of Washington, Seattle, Washington
  • M.A. Classics, Catholic University of America, Washington, D.C.

Professional associations

  • Christian Financial Advisor Network

Previous experience

  • Associate Financial Advisor - Puget Sound Wealth Strategies, Ameriprise Financial Services, Inc, 2018 - 2020

Community participation

Holy Rosary Parish and School - Member of the Pastoral Council, the Traditional Choir, and a lector. We have been parishioners since 2000 and have had children attending the school since 2002.