McKenzie Frankel
Wealth Management
- Role
- Principal at Entrust Financial Llc
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About McKenzie Frankel
Mckenzie’s life-long passion is to help clients make good financial decisions, achieve…
Experience
Principal
Aug 2009 — Present · US
EXPERTISE INCLUDES:• Utilization of a holistic wealth management process designed to assist clients in balancing their values, needs and interests within the context of their whole style of living.• Investment planning: development of personalized investment management strategies designed specifically to help clients achieve their financial goals and objectives.• Retirement planning: creation of customized plans to help ensure a lifetime of peace of mind and financial independence.• Wealth enhancement: implementation of customized strategies that aim to minimize tax consequences.• Wealth transfer and protection: identification of tax-efficient ways to pass assets to succeeding generations; planning to protect wealth from potential creditors, ex-spouses, and litigants. • Specialized planning for business owners as they aim to make the right choices to grow, preserve, and transfer family wealth from one generation to the next.
Education
The American College of Financial Services
Certified Financial Planner Certification, Certified Financial Planner
2009 — 2011
Indiana University of Pennsylvania
BA, Psychology
1997 — 2001
Chestnut Hill College
Masters, Education
2001 — 2003
Skills
- Asset Allocation
- Financial Advisory
- Asset Management
- Portfolio Management
- Series 66
- Wealth Management Services
- Estate Planning
- Tax Planning
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Investments
- Retirement
- Planning for Charitable Giving
- Mutual Funds
- Series 7
- Financial Planning
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