Mckenzie Frankel Associate Planner

Mckenzie Frankel is a CERTIFIED FINANCIAL PLANNER™ practitioner for Entrust Financial, LLC. She is experienced in assisting clients with sensible investing, supported by personalized financial planning. Mckenzie's passion is to help clients and their families experience financial security.

Mckenzie has a strong commitment to help clients create and preserve wealth. She takes the time to develop a deep understanding of each client's interests and needs. She then designs an investment plan to help them achieve their goals and aspirations. Clients especially appreciate her ability to explain all aspects of their financial strategy and choices in plain English — a skill she learned in her former teaching career.

Mckenzie is no stranger to the discipline, patience, and long-term perspective required of investors, and practices this philosophy in all aspects of life (financial and non-financial venues). She regularly attends advanced Yoga classes, and is an avid runner. She believes that slow and steady wins the race.

Mckenzie devotes her spare time to socializing homeless animals at the Main Line Rescue Pickering Meade Farm. Mckenzie reaches out to other women through her leadership roles in both the Main Line Chamber of Commerce Society of Professional Women (SPW), the National Association of Women Business Owners (NAWBO,) and as a Board member for Adoptions FromThe Heart.

PROFESSIONAL CERTIFICATIONS

• CERTIFIED FINANCIAL PLANNER™

EDUCATION

• American College of Financial Planning, Bryn Mawr, PA
  CERTIFIED FINANCIAL PLANNER™, Certification Professional Education Program, 2010
• Chestnut Hill College, Philadelphia, PA
  Master of Arts in Education, 2003
• Indiana University of Pennsylvania, Indiana, PA
  Bachelor of Arts in Psychology, 2001

PROFESSIONAL ASSOCIATION MEMBERSHIPS

• Financial Planning Association, Philadelphia Tri-State Area Chapter

SERVICE ORGANIZATIONS

• Main Line Chamber of Commerce
• National Association of Women Business Owners
• Women’s Resource Center, Wayne, PA

LICENSES

• Series 7, Series 66, Series 31, Life, Health & Variable Annuity