Mackenzie "Mack" Bekeza, CFP®, RICP®

Mack entered the world of Financial Planning in 2016, dedicating himself to meeting the diverse needs of clients spanning various ages and backgrounds. His journey includes experience with a 401k Advisory Firm and a Financial Planning Firm focusing on Millennials. Throughout his journey, he has refined his experience in crafting strategies for Retirement Income, Insurance, and Tax Forward Planning.

Over the past few years, he has even been interviewed by numerous media outlets such as Barron’s, BankRate, and GoBankingRates on his contributions to the industry regarding Retirement, Investing, and Cash Flow Planning.

When it comes to Financial Planning, Mack believes that people achieve true happiness when they live life how THEY want to live it. With that in mind, his ideal clients have the desire to take the less-traveled route to true Financial Independence and possess a coachable attitude to achieve it.

Currently, Mack reviews existing clients’ Retirement Income Plans, taking care of their day-to-day needs and adjusting their investment portfolios.

When not helping clients navigate the uncertain world of retirement, he spends his free time cooking gourmet food for his friends and family, camping and hiking, white water rafting, and even tackling Colorado’s magnificent 14,000ft+ peaks.