Judith McGee, L.H.D., CFP, CLU, ChFC

Experienced Author and Speaker

  • 17 years as a columnist for the Daily Journal of Commerce
  • Authored several consumer resource books, including JK Lasser Personal Investment Planner and the Random House Personal Investment Management Guide.
  • Guest columnist and contributor for over 14 major publications including Pamplin Media
  • Regular guest on KATU's AM Northwest, an ABC affiliate


  • Economics
  • Financial Planning & Security
  • Leadership
  • Family Dynamics & Money
  • Estate Planning
  • Strategic Philanthropy
  • Women, Empowerment and Policy
  • Generational Characteristics

Featured Presentations

"Raise Your Voice, Use Your Pocketbook: Making a Difference Together"

Women are now controlling the majority of the Nation's wealth. Learn what kind of impact women are having around the world as they step into positions of power in the economic landscape.

"Generation to Generation: Shifting Economic Paradigms"

In anticipation of the next social, political, and economic era, take a look at how past generations socio-economic upbringings influenced changes made in America during their coming-of-age. Learn what defines Generation Y and what we may expect to see as these young adults step into influential positions.


Pioneering Values 

Oregon native with pioneer ancestry, Judith was the first women in the ten western states to receive the Certified Financial Planner (CFP®) designation in 1979 and Founding President of the ICFP Educational Foundation.


Commitment to Giving Back


  • President's Advancement Council for Warner Pacific College
  • NW Rice Museum of Rocks & Minerals
  • The Library Foundation, Multnomah Co.


  • Metropolitan Family Service
  • William Temple House
  • The Oregon Community Foundation


What People are Saying


"We were proud to have Judith McGee's participation at the recent Barron's Top Women Advisors Summit, where she did an outstanding job as a featured expert speaker. Her presentation was insightful and well regarded by the audience. We recommend her as an outstanding speaker. "

- Sterling T. Shea
Managing Director Advisory and Wealth Management Initiatives, Barron's


“Judith McGee has the rare ability to combine brains, wit, spirit and practicality in her speeches.  She is passionate about teaching her audience what is possible.  She wants her audience to understand that to succeed they must be willing to take the next step in their own journey – and she’s there to guide them through her words, stories and examples. Her level of expertise and experience is evident when she speaks and I always walk away richer for the experience and motivated to make the changes she suggests.”

Victoria Trabosh, Executive Coach


"Judith McGee has been a frequent speaker for the Raymond James Women’s Symposium. She is a visionary, as well as a talented presenter. The women identify with her passion."

- Nicole Spinelli
Director, Raymond James' Network for Women Advisors


"Judith has spoken throughout the state at The Oregon Community Foundation’s (OCF) Philanthropy Forums.  Her presentations were thought provoking, informative and entertaining. Those who attended gave her wonderful reviews and are hoping for a return engagement. We are lucky to have professionals of Judith’s caliber in our community."

- Arlene Siegel Cogen
Director, Gift Planning for The Oregon Community Foundation