MaryKate Tobin, CFP

MaryKate Tobin is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where she offers professional, comprehensive financial planning services to individuals and small businesses.

PROFESSIONAL EXPERIENCE

  • 01

    TD Ameritrade, Business Development Specialist in Financial Consultant Academy
  • 02

    JP Morgan, Business Development Associate Program
  • 03

    Joined Allegheny Financial Group in 2021 as a Financial Planning Associate
  • 04

    Promoted to Associate Financial Advisor in 2023

Articles

Education & Professional Credentials

  • 01

    DePaul University, Bachelor of Science in Finance with a minor in Industrial Organizational Psychology
  • 02

    Duquesne University, Executive Certificate in Financial Planning
  • 03

    CFP® Practitioner, Certified Financial Planner Board of Standards
  • 04

    Series 7 and 66 certifications

Community Involvement

  • 01

    Strong Women Strong Girls Mentor
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