Mackenzie Richards, Cfp®, Cpwa®

Mackenzie Richards, Cfp®, Cpwa® Email and Phone Number

Client Relationship Manager at SK Wealth Management, LLC @ SK Wealth Management, LLC
Mackenzie Richards, Cfp®, Cpwa®'s Location
Providence, Rhode Island, United States, United States
Mackenzie Richards, Cfp®, Cpwa®'s Contact Details

Mackenzie Richards, Cfp®, Cpwa® work email

Mackenzie Richards, Cfp®, Cpwa® personal email

About Mackenzie Richards, Cfp®, Cpwa®

I enjoy when things work efficiently. Finances are inherently confusing, and emotional, which can cause many people to ignore them, or make less than ideal decisions. With the proper tools and preparation, it becomes much easier to achieve clarity and confidence around how your money can work for you.What keeps me coming back to work each day? Being part of a conscientious, collaborative, and intelligent team, for one. But more than that, it’s the immense sense of gratitude I get from being able to help clients become comfortable with their financial picture. For our clients, this happens when they experience our proprietary process, the Integrated Financial Advantage™, a disciplined, proactive and consistent approach to providing clarity and order to their finances.Professional success often means more complication, with less time to sort through everything. That’s why we specialize in working with: • Business owners with an eye on the future • Corporate executives with stock-based compensation • Families with concerns about estate taxes Outside of the office, you may find me playing tennis (USTA 3.0, but climbing!), walking my dog, Diego, or flipping through Bon Appetit looking for a new recipe to try.Life is hectic. Sure, we have every intention of planning for our future, but in reality, this gets pushed aside for more immediate demands. Whether you have a destination picked out or not, whether you have a route picked out or not, you’ve already started a long-term journey. Now, we can’t decide for you where you want to go, but we can guide you on how to get there. All you need to do is ask yourself, “Where To?”.Take the next step in your journey. Email us today at tellmemore@skwealth.com.

Mackenzie Richards, Cfp®, Cpwa®'s Current Company Details
SK Wealth Management, LLC

Sk Wealth Management, Llc

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Client Relationship Manager at SK Wealth Management, LLC
Mackenzie Richards, Cfp®, Cpwa® Work Experience Details
  • Sk Wealth Management, Llc
    Client Relationship Manager
    Sk Wealth Management, Llc Sep 2021 - Present
  • Sk Wealth Management, Llc
    Financial Planner
    Sk Wealth Management, Llc Jun 2020 - Sep 2021
  • Bank Rhode Island Investment Services
    Senior Financial Consultant
    Bank Rhode Island Investment Services Mar 2018 - Jun 2020
  • Citizens Investment Services
    Financial Advisor
    Citizens Investment Services Jul 2017 - Mar 2018
    Us
  • San Diego County Credit Union
    Financial Advisor
    San Diego County Credit Union Oct 2016 - Jun 2017
    San Diego, Ca, Us
  • Stratos Wealth Partners
    Wealth Management Assistant
    Stratos Wealth Partners Nov 2015 - Oct 2016
    Beachwood, Oh, Us
  • Wells Fargo Advisors, Llc.
    Registered Client Associate
    Wells Fargo Advisors, Llc. Dec 2013 - Nov 2015
    St. Louis, Missouri, Us
  • Webster Bank
    Sr. Registered Sales Assistant
    Webster Bank Mar 2013 - Nov 2013
    Stamford, Ct, Us
  • Webster Bank
    Investment Services Intern
    Webster Bank Jan 2012 - Mar 2013
    Stamford, Ct, Us
  • United States Marine Corps
    Mortarman, Dog Handler
    United States Marine Corps Jun 2007 - May 2013
    Washington, Dc, Us

Mackenzie Richards, Cfp®, Cpwa® Skills

Networking Marine Corps

Mackenzie Richards, Cfp®, Cpwa® Education Details

  • University Of Rhode Island - College Of Business
    University Of Rhode Island - College Of Business
    General
  • Yale School Of Management
    Yale School Of Management
    Wealth Management Theory & Practice Certificate Program
  • San Diego State University
    San Diego State University
    General
  • San Diego State University
    San Diego State University
    Executive Financial Planner Certificate Program

Frequently Asked Questions about Mackenzie Richards, Cfp®, Cpwa®

What company does Mackenzie Richards, Cfp®, Cpwa® work for?

Mackenzie Richards, Cfp®, Cpwa® works for Sk Wealth Management, Llc

What is Mackenzie Richards, Cfp®, Cpwa®'s role at the current company?

Mackenzie Richards, Cfp®, Cpwa®'s current role is Client Relationship Manager at SK Wealth Management, LLC.

What is Mackenzie Richards, Cfp®, Cpwa®'s email address?

Mackenzie Richards, Cfp®, Cpwa®'s email address is ma****@****ail.com

What schools did Mackenzie Richards, Cfp®, Cpwa® attend?

Mackenzie Richards, Cfp®, Cpwa® attended University Of Rhode Island - College Of Business, Yale School Of Management, San Diego State University, San Diego State University.

What skills is Mackenzie Richards, Cfp®, Cpwa® known for?

Mackenzie Richards, Cfp®, Cpwa® has skills like Networking, Marine Corps.

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