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In the News: Estate Planning Attorney Thomas McKenzie

Mr. McKenzie Featured in Los Angeles Magazine

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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

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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

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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 planningfinancial consulting and elder law firms.”

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