McKean, TAG merge

In 1976, Susie McKean was the first female certified financial planner in San Diego County. Working from a spare bedroom in her home in La Jolla, she hung her shingle and started McKean Financial.

After 32 years of success, McKean has announced a merger with the San Diego-based accounting consultancy firm TAG.

As part of the deal, McKean has broken off MKF Financial, Inc., a private fiduciary services company and will retain 100 percent ownership. In addition she will assume the title of senior vice president of TAG.

Located at 7542 Fay Ave., McKean Financial manages the day-to-day financial affairs of individuals.

“I think of this business as more of a mission than a business,” said McKean. “We are a support system to many attorneys, accountants and financial planners in the community helping them do a better job for our clients.”

With 35 employee-owners and anticipated sales of $4 million for 2008, the merger with McKean Financial represents a 25 percent increase in revenues for TAG, according to its founder and president Robert Sherer.

“I was attracted to the company because of its amazing reputation and its well-respected leader,” said Sherer.

Annike Stender, vice president of TAG’s Family CFO Division, is overseeing operations of the new organization. She said that, aside from the new name, clients should expect very few changes to occur.

McKean said she looks “forward to working with Anneke and TAG as a new dimension to be able to offer more to my clients.”

“I did my homework just as I do for any business situation. I put a great deal of thought, a great deal of due diligence and a great deal of prayer into it so that when I made the decision I wanted it to be the right one.”

Related posts:

  1. Town Council hears about parade, Gliderport and dining
  2. Torreys exact revenge with devastating defeat of Avalon
  3. Cash cow California might get some money back
  4. Car break-ins, home security topics of La Jolla safety forum
  5. Cancer: A multidisciplinary success story

Short URL:

Posted by Staff on Sep 24, 2008. Filed under Archives. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

Leave a Reply

La Jolla Community Calendar


Bottom Buttons 1

Bottom Buttons 2

Bottom Buttons 3

Bottom Buttons 4

Bottom Buttons 5

Bottom Buttons 6

RSS North Coastal News

  • Del Mar couple to present program about Bhutan at Solana Beach Library September 1, 2014
    Join cultural anthropologist and photographer Roger Harmon and his wife, Nancy, at 6:30 p.m. Tuesday, Sept. 9, in the Solana Beach Library for a free presentation of their travels to Bhutan through slides and artifacts. […]
  • Carmel Valley Boy Scouts climb Mount Whitney September 1, 2014
    Several boys from Boy Scout Troop 765 (Carmel Valley) made the climb to the tallest peak in the contiguous 48 states this summer. They spent the summer hiking the tallest peaks of Southern California, preparing for their hike of Mount Whitney. These peaks included Mount Baldy, Mount San Jacinto, and Mount San Gorgonio. The boys made the 22-mile round-trip tr […]
  • Multimillion-dollar renovation complete at Hilton San Diego Del Mar September 1, 2014
    Hilton San Diego Del Mar announces the completion of its multimillion-dollar renovation. Funded by Wheelock Street Capital and Sage Hospitality, the hotel’s completed renovation includes the lobby, business center, fitness center, restaurant, meeting spaces and all 257 guest rooms. “This renovation has truly transformed the Hilton San Diego Del Mar property, […]