Calvin McKenney, CFP®
Financial Advisor
Let’s stay in touch!
Join our newsletter to get a small dose of a personal finance concepts delivered to your inbox twice a month!
Calvin McKenney, CFP®
Financial Advisor
Let’s stay in touch!
Join our newsletter to get a small dose of a personal finance concepts delivered to your inbox twice a month!
About Cal
We provide thoughtful advice to our clients on how to help build and maintain their wealth to achieve their financial goals.
Cal is a CERTIFIED FINANCIAL PLANNER™ who focuses on helping individuals and business owners. Those who are becoming established in their work and career and want a trusted partner to advise them on financial best practices.
Services we provide
Individuals and families
- Financial planning
- Investment management
- Stock options
- Life, disability, and long-term care insurance
- Retirement income planning
- College savings
Business owners
- Qualified retirement plans
- Solo(k)s
- Group benefits
- Buy-sell insurance
- Succession planning
- Personal financial planning
Working with Cal
Cal works with millennials and new business owners who are becoming established in their work and life and want a trusted partner to advise them on financial best practices.
How we help our clients
 |
ClarifyWe help our clients understand where they currently stand, bringing together their entire financial picture into one easy-to-understand document. From there, we help our clients clarify their goals for the future. Once that information is gathered, we build a blueprint on how to get from where they are today to where they want to be. |
 |
ImplementWhile having a plan may be important, executing that plan is even more crucial. For example, coming up with a plan to lose weight is one thing. Actually getting to the gym and sticking to a diet is a whole other. In this regard, we view ourselves as your financial coach. Educating you on the behaviors that give you the best chance to achieve your goals and motivating you along the way to stay on track. |
 |
SimplifyLastly, we aim to simplify our clients’ lives by being their one-stop shop for researched financial advice. Our lives will change. There is always another news story claiming one thing or another. Questions are going to come up and we’re available to our clients to provide a thoughtful answer to them so they can instead spend their time on their family, work, and life. |
How we work with new clients
We begin with an introductory meeting to learn more about you, answer any questions you may have, and see how we can be of service moving forward. If that’s of interest, you can schedule a meeting using the button below.
Additionally, you can sign up for our newsletter here, where you can receive recurring financial tips straight to your inbox.
Qualifications
- CERTIFIED FINANCIAL PLANNER™ Certification
- Bachelor’s degree in economics from the University of Minnesota
- Series 7
- Series 66
- Life and health license
Team
Jim Quandt, CFP®, AIF®, CLU, ChFC®, CLTC
Managing Director
Alex Morrall, AIF®, CFP®, CPFA®
Financial Advisor
Taylor J. Ploss, CFP®
Financial Advisor
Support team
North Star resource team
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
10261 Yellow Circle Drive
Minnetonka, MN 55343
Cal is an investment advisor representative of Cetera Advisor Networks, LLC.
