Mack Bekeza, CFP® Millennial Wealth Management

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About Mack Bekeza, CFP®

Mack has been serving in the Financial Planning industry since the day he graduated from Western Kentucky University in 2016. Before joining Millennial
Wealth Management, he has gained tremendous experience working for a boutique Investment Advisory firm serving retirement plans with over $10+ Million in assets as well as working for a highly-regarded firm that managed over $500 Million in assets.

When it comes to Financial Planning, Mack has adopted the philosophy that Millennials are seeking Financial Independence rather than the traditional path to retirement. Mack also believes that people achieve true happiness when they live life how THEY want to live it. With that in mind, Mack’s ideal clients have the desire to take the less-traveled route to Financial Independence and possess a coachable attitude to achieve it.

But for those who are not quite ready to work one-on-one with a Financial Planner but would appreciate personal finance tips, Mack has a weekly blog through Millennial Wealth Management that covers Financial Planning issues Millennials are currently facing. In addition to writing weekly blogs, Mack also became a regular contributor to Money and Finance Magazine.

Although raised in Los Angeles and Nashville, Mack currently resides in Denver and can be found having a pint at one of the metro area’s micro-breweries, exploring the area’s numerous cuisine options and cooking gourmet food for friends and family. Mack is also a self-proclaimed mountain enthusiast, summiting many of Colorado’s 14,000 ft+ peaks and enjoys exploring Colorado’s alpine lakes and National Forests/Parks.

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Ideal Clients

  • Business Owners
  • Coronavirus Relief
  • Financial Independence Retire Early (FIRE)
  • Gen Y/Millennials
  • Non-Traditional Life Path
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Hourly Fee: $250+/hr
  • AUM: 0.50%

SEC Records

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