In January of 2011, Mr. McKenzie was awarded the “Five Star Wealth Manager Award” by Los Angeles Magazine. This selection was based upon surveys sent to approximately 1 in 4 high-net-worth households, and all identified FINRA registered representatives (financial services professionals) within the greater Los Angeles area. Award recipients were evaluated through personal experience based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction. This award was given to less than 2 percent of the wealth managers in the greater Los Angeles area.
Mr. McKenzie Featured in Newsweek Magazine
In March of 2011, Mr. McKenzie was featured in Newsweek Magazine’s “Wealth Managers of Los Angeles” section. Referring to Mr. McKenzie’s firm as “California’s Full-Service Estate Planning, Financial Consulting & Elder Law Firm,” the feature noted that “for over 15 years, Mr. McKenzie has provided one-stop legal and financial services to his clients, providing more comprehensive planning, at less cost.” Utilizing advanced legal and financial strategies, the firm’s “Comprehensive Planning Technique” offers middle and upper-middle class individuals and families a unique opportunity to develop an affordable, comprehensive, and coordinated plan.
Mr. McKenzie Featured in Orange Coast Magazine
In 2012, Mr. McKenzie was again selected as a Five Star Wealth Manager Award winner. This award was given to less than 7% of all wealth managers in Orange County. The profile of Mr. McKenzie in the April edition of Orange Coast Magazine, characterized the firm as “one of Southern California’s only independent, full-service estate planning, financial consulting and elder law firms.”