Mackenzie Bekeza

Wealth Advisor at Confidence Financial Partners

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Mackenzie Bekeza's Summary

Over the past few years, I 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 Broker-Dealer/RIA that managed over $500 Million in assets. When it comes to Financial Planning, I believe that people achieve true happiness when they live life how THEY want to live it. With that in mind, my ideal clients have the desire to take the less-traveled route to Financial Independence and possess a coachable attitude to achieve it. Throughout my whole working life, I am continually recognized for the ability to deliver exceptional results while leading in fast-paced, competitive environments. Areas of Expertise Include: Financial Solutions • Client Education • Consultative Solutions Sales • Relationship Management • Market Penetration • Product Promotion • Sales Strategy & Execution • Strategic Business Relationships • Client Engagement • Client Needs Analysis • Contract Negotiations

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Frequently Asked Questions regarding Mackenzie Bekeza

What company does Mackenzie Bekeza work for?

Mackenzie Bekeza works for Confidence Financial Partners as Wealth Advisor

What is Mackenzie Bekeza role in Confidence Financial Partners?

Mackenzie Bekeza roles in Confidence Financial Partners is Wealth Advisor

What is Mackenzie Bekeza’s email address?

Mackenzie Bekeza's email address is M******@confidencefps.com

What is Mackenzie Bekeza's business email address?

Mackenzie Bekeza's business email address is M****@confidencefps.com

Where is Mackenzie Bekeza based?

Mackenzie Bekeza is based in Colorado Springs, Colorado.

What industry does Mackenzie Bekeza work in?

Mackenzie Bekeza works in the industry of: Financial Services

Who is Confidence Financial Partners's Wealth Advisor?

Confidence Financial Partners 's Wealth Advisor is Mackenzie Bekeza
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