Ciara Hanratty, CFP®, CIMA®
Vice President of Wealth Management, Investment Consultant
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Background
Ciara has been with WealthPlan Advisors, a HUB International company since 2011. She works with individuals and families, helping them identify and prioritize their financial goals, then providing them with the appropriate investment strategies to meet those goals. Ciara’s approach integrates retirement planning, tax planning, estate planning, and risk management considerations to fit her client’s needs.
As a member of our investment committee, she specializes in investment analysis and portfolio construction. She is also instrumental in creating and implementing educational programs for our clients and their participants.
Ciara is a Certified Financial Planner™ (CFP®) professional. She is also a Certified Investment Management Analyst® (CIMA®) consultant. Ciara holds a Master of Business Administration and a Bachelor of Science in Finance from Arizona State University. Ciara is a investment advisor representative with Global Retirement Partners, LLC.
Outside of work, Ciara enjoys spending time with her husband and three children. In between soccer tournaments and dance recitals, they enjoy traveling and boating.
Advisor Location
8777 N Gainey Center Drive Suite 201 Scottsdale, AZ 85258
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education