Mack Bekeza, CFP® Millennial Wealth Management

Contact this advisor

About Mack Bekeza, CFP®

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 for 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 contributes to a blog through Millennial Wealth Management that covers Financial Planning issues Millennials are facing. In addition to writing weekly blogs, Mack also has been mentioned by media sources such as Bankrate and GoBankingRates.

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.

Contact this advisor

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Financial Independence Retire Early (FIRE)
  • Gen Y/Millennials
  • Mid-Career 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

Loading...