Mackenzie Richards, Cfp®, Cpwa® Email and Phone Number
Mackenzie Richards, Cfp®, Cpwa® work email
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Mackenzie Richards, Cfp®, Cpwa® personal email
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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.
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Client Relationship ManagerSk Wealth Management, Llc Sep 2021 - Present -
Financial PlannerSk Wealth Management, Llc Jun 2020 - Sep 2021 -
Senior Financial ConsultantBank Rhode Island Investment Services Mar 2018 - Jun 2020
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Financial AdvisorCitizens Investment Services Jul 2017 - Mar 2018Us -
Financial AdvisorSan Diego County Credit Union Oct 2016 - Jun 2017San Diego, Ca, Us -
Wealth Management AssistantStratos Wealth Partners Nov 2015 - Oct 2016Beachwood, Oh, Us -
Registered Client AssociateWells Fargo Advisors, Llc. Dec 2013 - Nov 2015St. Louis, Missouri, Us -
Sr. Registered Sales AssistantWebster Bank Mar 2013 - Nov 2013Stamford, Ct, Us -
Investment Services InternWebster Bank Jan 2012 - Mar 2013Stamford, Ct, Us -
Mortarman, Dog HandlerUnited States Marine Corps Jun 2007 - May 2013Washington, Dc, Us
Mackenzie Richards, Cfp®, Cpwa® Skills
Mackenzie Richards, Cfp®, Cpwa® Education Details
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University Of Rhode Island - College Of BusinessGeneral -
Yale School Of ManagementWealth Management Theory & Practice Certificate Program -
San Diego State UniversityGeneral -
San Diego State UniversityExecutive 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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