Mackenzie Bekeza (CFP®)

Mackenzie Bekeza focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management

Additional Information

Mack has been serving in the Financial Planning industry since the day he
graduated from Western Kentucky University in 2016. Before joining Millennial
Wealth Management, he has gained tremendous experience working for a boutique
Investment Advisory firm serving retirement plans with over $10+ Million in assets
as well as working for a highly-regarded firm that managed over $500 Million in
assets.

When it comes to Financial Planning, Mack has adopted the philosophy that
Millennials are seeking Financial Independence rather than the traditional path to
retirement. Mack also believes that people achieve true happiness when they live
life how THEY want to live it. With that in mind, Mack’s ideal clients have the desire
to take the less-traveled route to Financial Independence and possess a coachable
attitude to achieve it.

But for those who are not quite ready to work one-on-one with a Financial Planner
but would appreciate personal finance tips, Mack has a weekly blog through
Millennial Wealth Management that covers Financial Planning issues Millennials are
currently facing. In addition to writing weekly blogs, Mack also became a regular
contributor to Money and Finance Magazine.

Although raised in Los Angeles and Nashville, Mack currently resides in Denver and
can be found having a pint at one of the metro area’s micro-breweries, exploring
the area’s numerous cuisine options and cooking gourmet food for friends and
family. Mack is also a self-proclaimed mountain enthusiast, summiting many of
Colorado’s 14,000 ft+ peaks and enjoys exploring Colorado’s alpine lakes and
National Forests/Parks.

NAPFA Start Date

April 03, 2020

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This Office

1004 Depot Hill Road Suite 2A Broomfield, CO 80020 Phone: (303) 578-8535