Dedicated Professionals
Our team of experienced, knowledgeable, and compassionate professionals supports Sally in bringing you the planning and investment advice to help reach your aspirations.
Sally McCray, CFP®, CPA, CFS
Founder
Sally is very “planning-focused,” both in her personal life and as a financial planning professional. That’s why for more than 25 years she has worked well with individuals, families, and small business owners who want a long-term financial strategy that’s built around their unique goals and circumstances.
Sally earned a bachelor's degree in accounting from the University of Kansas. She began her career in 1979 working in business consulting, and in 1986 she began her independent advisory business.
Sally is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant, and a Certified Fund Specialist. Because she is both a financial planner and an accountant, Sally has a strong understanding of the market’s intricacies. As a result, she can bring a tiered approach to plan your future and guide your financial decisions today.
Over the years, Sally has intentionally kept her practice small so she has the time and capacity to devote to each of her clients. “I want to deeply understand their needs, situations, challenges, and dreams. When they work with me, I am their primary contact. That is the key to consistent, focused financial advice,” she says.
Sally is active in professional and community service organizations, including the Financial Planning Association and the Women’s University Club. She has served on the board of the East King County Estate Planning Council and as vice president of finance for the Junior League of Seattle.
Sally holds the FINRA Series 7 and 63 securities registrations and is insurance licensed in life and health in Washington state.
In 2020, Sally joined forces with Ann Novosel, CFP®, Stephanie Shinn, CFP®, and Tamara Morse, CFP®, to expand Financial Advisory Partners. The partners offer their clients the benefits of their combined years of experience, knowledge, and strategic thinking.
Sally enjoys traveling and spending time with her husband, Dave, and their two adult children. She also looks forward to someday reigniting her passion for backpacking and biking trips.
