Mckenzie Frankel, CFP
Entrust Financial Principal
My life-long passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.
This passion was nurtured by my mother and grandfather, who taught me the value of saving and investing from an early age. My grandfather was a business owner and true inspiration to me; he possessed a winning combination of intelligence, kindness and determination.
When I realized that investment management was not simply a childhood interest but my true calling, I interviewed with a large brokerage house, was hired and began my training. 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 the brokerage firm wanted me to sell products.
To fulfill my values and philosophy of partnering with clients, I took two steps. First, I learned that Joslyn Ewart was seeking a partner to join her in her boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophy of creating a better experience for clients were beautifully aligned. Second, I completed my Certified Financial Planning™ credential.
Perhaps because I grew up surrounded by a family business and became a business owner myself early in my career, I developed a unique expertise and enthusiasm for assisting other business owners and entrepreneurs. Today, my Entrust team and I find great fulfillment in helping clients achieve all that is most important to them.
Contact me at mckenzie@entrustfinancial.com
My life-long passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.
This passion was nurtured by my mother and grandfather, who taught me the value of saving and investing from an early age. My grandfather was a business owner and true inspiration to me; he possessed a winning combination of intelligence, kindness and determination.
When I realized that investment management was not simply a childhood interest but my true calling, I interviewed with a large brokerage house, was hired and began my training. 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 the brokerage firm wanted me to sell products.
To fulfill my values and philosophy of partnering with clients, I took two steps. First, I learned that Joslyn Ewart was seeking a partner to join her in her boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophy of creating a better experience for clients were beautifully aligned. Second, I completed my Certified Financial Planning™ credential.
Perhaps because I grew up surrounded by a family business and became a business owner myself early in my career, I developed a unique expertise and enthusiasm for assisting other business owners and entrepreneurs. Today, my Entrust team and I find great fulfillment in helping clients achieve all that is most important to them.
Contact me at mckenzie@entrustfinancial.com
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– develop a personalized investment management strategy that is designed specifically to help accomplish your financial goals and objectives.
- Retirement planning– create a customized plan so that you may experience financial independence and peace of mind throughout your lifetime.
- Wealth enhancement– design custom strategies that aim to minimize tax impact.
- Wealth transfer and protection– discover and facilitate the most tax- efficient way to pass assets to succeeding generations and protect your wealth from potential creditors, ex-spouses, litigants, etc.
- Specialized offering for business owners in transition 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
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 | Relationship Summary | Firm Brochures
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.
