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McKenzie Frankel
Principal @Entrust Financial Llc
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WORK HISTORY
Principal @Entrust Financial Llc
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
Indiana University of Pennsylvania
BA, Psychology
Chestnut Hill College
Masters, Education
SKILLS
ABOUT MCKENZIE FRANKEL
Mckenzie’s life-long passion is to help clients make good financial decisions, achieve…
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