McKenzie

Thomas L. McKenzie Bio

As a result of an exceptionally high score on the LSAT examination, Thomas L. McKenzie was given a scholarship to Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, McKenzie graduated law school with honors in 1993. While at law school, he was on the Deans List, and was selected as Associate Editor of Western State’s Law Review. He also received several American Jurisprudence Awards for excellence in academics. In addition, Mr. McKenzie was the recipient of the Scott McCune Memorial scholarship. Passing the bar on his first try, he established his firm, McKenzie Legal & Financial, and went on to practice in the areas of estate planning, financial consulting, elder law and long-term care planning.

Mr. McKenzie is a member of the California State Bar, as well as the Trusts & Estates Section, the Business Law Section, and the Real Property Section of the Bar. Mr. McKenzie is a member of the Orange County Bar Association, and is a past Chairman of the Elder Law Section of the Orange County Bar. Most notably, Mr. McKenzie is an accredited attorney by the United States Veterans Administration.

Mr. McKenzie has written numerous articles for various publications and legal periodicals, including the Los Angeles and San Francisco Daily Journals, the National Academy of Elder Law Attorneys’ NAELANEWS, the Gilfix Elderlaw Newsletter, the Leisure World News, the Los Cerritos Community News, and the Orange County Bar Association’s Elder Law Section Newsletter. He frequently lectures on estate planning, financial planning, elder law, and Medi-Cal long-term care planning issues. Mr. McKenzie has been an expert panelist on programs sponsored by Continuing Education of the Bar (University of California), Orange County Bar Association, and California Advocates for Nursing Home Reform.

Mr. McKenzie is also a Registered Financial Consultant, a Series 7 licensed securities broker and Registered Representative, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.

In 2011 Mr. McKenzie was featured in Los Angeles Magazine as a Five Star Wealth Manager Award Winner, which was an award that was given to less than 2% of all wealth managers in Southern California. Also in 2011, Mr. McKenzie was a featured wealth adviser in Newsweek Magazine. Finally, in 2012 he was once again selected as a Five Star Wealth Manager Award Winner, and featured in the April edition of Orange Coast Magazine.

With an understanding of both legal and financial issues, Mr. McKenzie is uniquely qualified to advise his clients in truly comprehensive estate and financial planning.

Mr. McKenzie resides in Orange County with his wife, Natalie, and their four children: Macy, age 14; Ryan, age 13; Cody; age 8; and Noah, age 6. The firm offers estate planning, financial consulting, asset protection strategies and long-term care planning to consumers throughout California.

Call us today at 562-594-4200 to schedule your FREE 30-minute consultation to see how Mr. McKenzie can assist you with your legal needs.