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Mackenzie "Mack" Bekeza, Cfp®, Ricp® Email & Phone Number
Being an Asset to Others
at
Confidence Financial Partners
1 work email found
@tva.gov
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Being an Asset to Others
Location
Colorado Springs, Colorado, United States
Company size
Who is Mackenzie "Mack" Bekeza, Cfp®, Ricp®? Overview
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Quick answer
Mackenzie "Mack" Bekeza, Cfp®, Ricp® is listed as Being an Asset to Others at Confidence Financial Partners, a with 8 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at tva.gov and a matched LinkedIn profile for Mackenzie "Mack" Bekeza, Cfp®, Ricp®.
Mackenzie "Mack" Bekeza, Cfp®, Ricp® previously worked as Wealth Advisor at Confidence Financial Partners and Wealth Advisor at Accelerated Wealth, Llc. Mackenzie "Mack" Bekeza, Cfp®, Ricp® holds Bachelor Of Science (B.S.) Finance, Financial Planning (Cfp® Board Registered Program) from Western Kentucky University.
Company email context
Email format at Confidence Financial Partners
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*@tva.gov
68% confidence
AeroLeads found 1 current-domain work email signal for Mackenzie "Mack" Bekeza, Cfp®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Mackenzie "Mack" Bekeza, Cfp®, Ricp®
Over the past few years, I 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 Broker-Dealer/RIA that managed over $500 Million in assets.When it comes to Financial Planning, I believe that people achieve true happiness when they live life how THEY want to live it. With that in mind, my ideal clients have the desire to take the less-traveled route to Financial Independence and possess a coachable attitude to achieve it.Throughout my whole working life, I am continually recognized for the ability to deliver exceptional results while leading in fast-paced, competitive environments. Areas of Expertise Include:Financial Solutions • Client Education • Consultative Solutions Sales • Relationship Management • Market Penetration • Product Promotion • Sales Strategy & Execution • Strategic Business Relationships • Client Engagement • Client Needs Analysis • Contract Negotiations
Listed skills include Team Leadership, Highly Detail Oriented, Personal Finance, Teamwork, and 27 others.
Current workplace
Mackenzie "Mack" Bekeza, Cfp®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Confidence Financial Partners
7 roles
Mackenzie "Mack" Bekeza, Cfp®, Ricp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
CurrentAfter over 15 years with the Accelerated Wealth Advisors RIA platform, our advisor team decided to split away from AWA in search of an RIA platform that would best serve us going forward.
Jan 2024 - Present
Wealth Advisor
Apr 2021 - Jan 2024
Financial Advisor
• Analyzed, built, and maintained comprehensive financial plans for over 60 clients• Created educational content for social media and online blog on behalf of the firm• Notable achievements while in the position have included:o Quoted by several media outlets for opinions on the F.I.R.E. Movement, including Barron’s and BankRate.como Led a compliance-related campaign which enhanced the firm’s already rigorous compliance program
Jan 2020 - Mar 2021
Support Advisor
Cascade Financial Management, Inc.
• Maintained client model portfolios with $35M+ in assets via Raymond James’ Portfolio Management System• Processed various client requests, including opening new accounts, account transfers, money movements, investment implementation, and resolving account issues in a timely, professional manner• Notable achievements while in the position have included:o Improved the efficiency of the group’s compliance procedures for Qualified Retirement Accounts by streamlining the auditing processo Coordinated the transfer of 200+ investment accounts from Pershing to Raymond James
Feb 2017 - May 2019
Investment Advisor Intern
• Provided wide-ranging investment analysis and support for 9 qualified plans valued at $85M in assets under management and cash flow, insurance, and investment advice to new retail clients • Assisted in developing the Personal Financial Planning branch of the organization by vetting custodians and financial planning software as well as created a financial planning webpage• Notable achievements while in the position have included:o Wrote weekly blogs around investments and the DOL fiduciary rule, 3 of which were re-published by Benefits Link
Jun 2016 - Nov 2016
Technology & Telecommunications Sector Analyst / Finance 449 Practicum In Portfolio Management
• Conducted in-depth research on stocks in the technology sector using S&P’s Capital IQ software.• Pitched potential tech-stock investments to other analysts on the team and aided in buy-sell decisions for potential stocks from teammate’s sectors.
Jan 2016 - May 2016
1 education record
Mackenzie "Mack" Bekeza, Cfp®, Ricp® education
-
Western Kentucky University
FAQ
Frequently asked questions about Mackenzie "Mack" Bekeza, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Mackenzie "Mack" Bekeza, Cfp®, Ricp® work for?
Mackenzie "Mack" Bekeza, Cfp®, Ricp® works for Confidence Financial Partners.
What is Mackenzie "Mack" Bekeza, Cfp®, Ricp®'s role at Confidence Financial Partners?
Mackenzie "Mack" Bekeza, Cfp®, Ricp® is listed as Being an Asset to Others at Confidence Financial Partners.
What is Mackenzie "Mack" Bekeza, Cfp®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @tva.gov for Mackenzie "Mack" Bekeza, Cfp®, Ricp® at Confidence Financial Partners.
Where is Mackenzie "Mack" Bekeza, Cfp®, Ricp® based?
Mackenzie "Mack" Bekeza, Cfp®, Ricp® is based in Colorado Springs, Colorado, United States while working with Confidence Financial Partners.
What companies has Mackenzie "Mack" Bekeza, Cfp®, Ricp® worked for?
Mackenzie "Mack" Bekeza, Cfp®, Ricp® has worked for Confidence Financial Partners, Accelerated Wealth, Llc, Millennial Wealth Management, Cascade Financial Management, Inc., and Castle Rock Investment Company.
How can I contact Mackenzie "Mack" Bekeza, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Mackenzie "Mack" Bekeza, Cfp®, Ricp® at Confidence Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Mackenzie "Mack" Bekeza, Cfp®, Ricp® attend?
Mackenzie "Mack" Bekeza, Cfp®, Ricp® holds Bachelor Of Science (B.S.) Finance, Financial Planning (Cfp® Board Registered Program) from Western Kentucky University.
What skills is Mackenzie "Mack" Bekeza, Cfp®, Ricp® known for?
Mackenzie "Mack" Bekeza, Cfp®, Ricp® is listed with skills including Team Leadership, Highly Detail Oriented, Personal Finance, Teamwork, Customer Service, Communication, Goal Oriented, and Social Media.
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