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

    Financial Advisor

    SJ Group

    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
    AFG Digital BrochureSJ Group ContactsADV Part II SJ