Mark Mckell, Cpa Email and Phone Number
Mark Mckell, Cpa work email
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Mark Mckell, Cpa personal email
I feel blessed to serve those in my community in a way that can impact their lives for good. Born and raised in Southern California, my wife Susan and I give thanks to all the gifts we’ve been given – primarily our family and the opportunity to pay it forward each day.I grew up in a banking family and have spent my career in public accounting, corporate financial management and financial services – most recently founding McKell Partners, a wealth advisory practice which serves pre- and post-retirees in their desires to make their Golden Years just that - truly golden.In a world where the American Dream of a "happily ever after" retirement might be losing its luster, McKell Partners focuses on education, being comprehensive and highly strategic in how we protect and grow wealth. Our multi-generational team brings decades of talent and experience on putting our clients’ interests first. Our mission at McKell Partners is to "Help others experience financial peace so they can focus their lives on what matters most."Are you engaged with a trusted advisor who has the heart of a teacher and will take the time to help you develop the kinds of financial strategies necessary to mitigate the risks associated with retirement life?Visit www.mckellpartners.com. We have authored several educational articles for our pre-and-post retiree friends. There are Free Reports to request on Long Term Care, Dementia as well Financial Survival for pre-and-post retirees. Don't miss some great education on the McKell Partners on YouTube channel!CA Insurance Lic #0D50119. Insurance Representative of American United Life Insurance Company ® (AUL) and other insurance companies. McKell Partners is not an affiliate of AUL. This communication is not a recommendation or endorsement of any product, service or issuer. Third party posts do not reflect the views of McKell Partners and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by mark@mckellpartners.com.Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. Portside Wealth Group does not provide legal or tax advice. Portside Wealth Group transacts business in states where it is properly registered or is excluded or exempt from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.
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Managing PartnerMckell Partners Wealth ManagementLos Angeles, Ca, Us
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Managing PartnerMckell Partners Wealth Management 2010 - PresentServing The Greater Southern California AreaMark is the Founder and Managing Partner of McKell Partners. Its mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most." Mark's combined financial acumen and consultative approach has allowed for the founding and growth of McKell Partners, a wealth advisory practice founded on the following value pillars: integrity, integration, a One Journey Perspective, ongoing engagement and a commitment to a holistic and an educational… Show more Mark is the Founder and Managing Partner of McKell Partners. Its mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most." Mark's combined financial acumen and consultative approach has allowed for the founding and growth of McKell Partners, a wealth advisory practice founded on the following value pillars: integrity, integration, a One Journey Perspective, ongoing engagement and a commitment to a holistic and an educational approach.To learn more or arrange a complimentary consultation, visit www.mckellpartners.com or call (951) 521-1031.Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. Portside Wealth Group does not provide legal or tax advice. Portside Wealth Group transacts business in states where it is properly registered or is excluded or exempt from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. Show less -
District Manager & Registered PrincipalFarmers Insurance Group Of Companies 2001 - 2010Riverside, CaFarmers is a national multi-line insurance and financial services provider offering a full range of property & casualty insurance as well as financial and life products. Served as an independent contractor/owner to recruit, train, develop and coach successful business owners to run and operate profitable Farmers Agencies.• Achieved significant results with limited financial resources.• Function as a key motivator and team builder.• Implement effective recruiting strategies to… Show more Farmers is a national multi-line insurance and financial services provider offering a full range of property & casualty insurance as well as financial and life products. Served as an independent contractor/owner to recruit, train, develop and coach successful business owners to run and operate profitable Farmers Agencies.• Achieved significant results with limited financial resources.• Function as a key motivator and team builder.• Implement effective recruiting strategies to attract the best talent.• Conduct seminars, workshops, symposiums and various District meetings to educate, motivate and inspire new and existing agents to achieve new heights.• Routinely coach and mentor over 40+ agents. • Contracted over 25 new full-time agents.• Grew Gross Written Premium from $14M to $22M and policies in force with limited resources.• Achieved top tier retention District in the state.• Work with over 20+ support staff scattered across 25 full-time agencies to promote organizational growth. • Directed all aspects of District operations & full P/L responsibility.• Developed an effective support staff to reinforce a growth culture. Show less -
Vice President, Sales OperationsGlobal Health Sciences 1999 - 2001Anaheim, CaGlobal Health Sciences was a $220M custom manufacturer of dietary and nutritional supplements. GHS was purchased by Nature’s Bounty Manufacturing LLC in the Spring of 2001.Vice President, Sales Operations, Recognizing my unique blend of accounting, finance, operations & sales skills, I was brought to the GHS management team from American Ingredients, Inc., a wholly owned subsidiary, to help reengineer the sales service function.Vice President, Finance & Operations, American… Show more Global Health Sciences was a $220M custom manufacturer of dietary and nutritional supplements. GHS was purchased by Nature’s Bounty Manufacturing LLC in the Spring of 2001.Vice President, Sales Operations, Recognizing my unique blend of accounting, finance, operations & sales skills, I was brought to the GHS management team from American Ingredients, Inc., a wholly owned subsidiary, to help reengineer the sales service function.Vice President, Finance & Operations, American Ingredients, Inc. was a $30M raw materials source company for the nutritional industry. Performed the following:• Compiled a company Business Plan including 3 years of projected financial statements with narrative assumptions.• Facilitated the decrease of A/R by $1.2M (21%) by cleaning up old accounts.• Galvanized fragmented key manager team toward operational goals.• Orchestrated the rebuilding of the entire accounting & finance function. • Integrated various HR policies and procedures with new parent company. Show less -
CeoGlobalnet 1997 - 1999Ontario, CaGlobalNet was a training and development company for the network distribution industry serving approximately 9,500+ independent distributors across the western United States. Provided the key leadership and hands-on expertise to transition a stressed distributor support organization.
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Regional Financial ControllerNmc Homecare 1990 - 1996NMC Homecare was a home healthcare provider, headquartered in Boston, MA, operating in over 100 sites with annual revenues of over $350M. Performed the following: • Managed NMC’s largest regional financial office. Office provided all areas of general accounting and full reimbursement support for three of their six national operating regions. The regions comprised 43+ branches in 11 states.
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Auditing And Consulting TeamsEy 1985 - 1989Riverside, CaServed a variety of clients while serving on Ernst & Whinney's, now Ernst & Young's auditing and consulting practice.
Mark Mckell, Cpa Skills
Mark Mckell, Cpa Education Details
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Accounting
Frequently Asked Questions about Mark Mckell, Cpa
What company does Mark Mckell, Cpa work for?
Mark Mckell, Cpa works for Mckell Partners Wealth Management
What is Mark Mckell, Cpa's role at the current company?
Mark Mckell, Cpa's current role is Managing Partner.
What is Mark Mckell, Cpa's email address?
Mark Mckell, Cpa's email address is ma****@****ers.com
What schools did Mark Mckell, Cpa attend?
Mark Mckell, Cpa attended Brigham Young University.
What are some of Mark Mckell, Cpa's interests?
Mark Mckell, Cpa has interest in Water Sports, Family Activities, Church Service And Community Involvement, Authorship, Public Speaking, Reading, Classic Car Restoration.
What skills is Mark Mckell, Cpa known for?
Mark Mckell, Cpa has skills like Strategic Financial, Term Life Insurance, Publications, Public Speaking, Fixed Annuities, Retirement, Long Term Care, Disability Insurance, Insurance, Retirement Planning, Life Insurance.
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