Crystal McMahon Email & Phone Number
Managing Director | CFP® | Financial Planner | Enrolled Agent @ Arrowroot Family Office
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Crystal McMahon Location
- Gig Harbor, WA, US
Crystal McMahon Work
- Managing Director | CFP® | Financial Planner | Enrolled Agent @ (December 2023 - Present)
- Enrolled Agent | Tax Advisor @ Tax Planning 4 You (December 2023 - Present)
- CERTIFIED FINANCIAL PLANNER and ENROLLED AGENT @ Great Life Investing LLC (September 2020 - December 2023)
- Financial Planner and Tax Preparation @ Great Life Planning (January 2014 - January 2020)
- Commercial Real Estate Broker and Property Manager @ (January 2011 - January 2019)
- Account Executive @ (January 2010 - January 2011)
- Owner @ QC Graphics (January 2004 - January 2009)
- Financial Advisor @ (January 2003 - January 2004)
- Business Development Manager @ Equus Computer Systems (January 2001 - January 2003)
- Computing Programmer and Analyst @ (January 1995 - January 2001)
Crystal McMahon Education
- University of Washington
Graduate-Level CPA Prep Certificate
2024-2025 - Pepperdine Graziadio Business School 2021-2021
- Harvard Business School Online
Sustainable Business Strategy Certificate
2019-2019 - University of Washington
Commercial Real Estate Investment Analysis Course
2013-2013 - Colorado State University
B.S.
2011-2012
Crystal McMahon Skills
- Business Analysis
- Business Strategy
- Business Tax Planning
- Estate Planning
- Estate Tax Planning
- Fiduciary
- Financial Analysis
- Financial Planning
- Mergers & Acquisitions (M&A)
- Philanthropy
- Portfolio Management
- Portfolio Optimization
- Real Estate Investment Consulting
- Retirement Planning
- Risk Management
- Succession Planning
- Tax Accounting
- Tax Advisory
- Tax Preparation
- Wealth Management Services
Crystal McMahon Summary
- Crystal McMahon, based in Gig Harbor, WA, US, is currently a Managing Director | CFP® | Financial Planner | Enrolled Agent at Arrowroot Family Office. Crystal McMahon brings experience from previous roles at Tax Planning 4 You, Great Life Investing LLC, Great Life Planning and Various Companies. Crystal McMahon holds a 2024 - 2025 Graduate-Level CPA Prep Certificate @ University of Washington. With a robust skill set that includes Business Analysis, Business Strategy, Business Tax Planning, Estate Planning, Estate Tax Planning and more. Crystal McMahon has 2 emails and 1 mobile phone numbers on RocketReach.
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