Mckenzie Frankel 2018-03-18T03:33:16+00:00

Mckenzie Frankel, CFP

Entrust Financial Principal

mckenzie

My life-long passions are saving, investing, and owning my own business.

I am fortunate because from an early age my mother and grandfather, a business owner, taught me the value of saving and investing. As a business owner, my grandfather was a true inspiration to me–with his winning combination of intelligence, kindness and determination.

It took me a few years of life experience following the completion of my undergraduate and graduate degrees before I was ready to select the career path that was right for me. When I realized that financial advising was my true calling, I began my training and worked for a big firm. Before long it was clear that our values were not aligned. I wanted to help clients make good financial decisions in all aspects of their lives and my firm wanted me to sell products, especially those that would make the firm the most profit.

To fulfill my values and philosophy of partnering with clients, my next step was to work toward attaining my CERTIFIED FINANCIAL PLANNING™ credential. Before attaining this credential in 2011, I learned that Joslyn Ewart was seeking a partner to join her at her boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophies of aiming to create a better life experience for clients were beautifully aligned.

Growing up surrounded by a family-owned business inspired a unique expertise and passion for assisting entrepreneurs and business owners. Today I find great fulfillment in helping successful individuals and families make smart decisions about their money and avoid costly mistakes, so they can achieve all that is most important to them. I am truly committed to helping clients create, preserve, and successfully transfer their wealth.

My life-long passions are saving, investing, and owning my own business.

I am fortunate because from an early age my mother and grandfather, a business owner, taught me the value of saving and investing. As a business owner, my grandfather was a true inspiration to me–with his winning combination of intelligence, kindness and determination.

It took me a few years of life experience following the completion of my undergraduate and graduate degrees before I was ready to select the career path that was right for me. When I realized that financial advising was my true calling, I began my training and worked for a big firm. Before long it was clear that our values were not aligned. I wanted to help clients make good financial decisions in all aspects of their lives and my firm wanted me to sell products, especially those that would make the firm the most profit.

To fulfill my values and philosophy of partnering with clients, my next step was to work toward attaining myCERTIFIED FINANCIAL PLANNING™ credential. Before attaining this credential in 2011, I learned that Joslyn Ewart was seeking a partner to join her at her boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophies of aiming to create a better life experience for clients were beautifully aligned.

Growing up surrounded by a family-owned business inspired a unique expertise and passion for assisting entrepreneurs and business owners. Today I find great fulfillment in helping successful individuals and families make smart decisions about their money and avoid costly mistakes, so they can achieve all that is most important to them. I am truly committed to helping clients create, preserve, and successfully transfer their wealth.

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, Bryn Mawr, PA
    CERTIFIED FINANCIAL PLANNER™ certification, 2011
  • Chestnut Hill College, Chestnut Hill, PA
    Master of Arts in Education, 2003
  • Indiana University of PA, Indiana, PA
    Bachelor of Arts in Psychology, 2001

Contact us today and get to know us.

Contact Us
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy
Certified Financial Planner Board of Standards, Inc
Our Mission:
Money is a powerful tool, a tool that serves our families, our values, ourselves. The Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better life experience.