Mckenzie Frankel, CFP® in

Mckenzie Frankel, CFP®

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Principal at Entrust Financial
📍 Wayne, Pennsylvania, United States

Mckenzie Frankel is a Principal and majority owner at Entrust Financial, a woman-owned B-Corp. A Certified Financial Planner® and graduate of Chestnut Hill College, she specializes in holistic wealth management for successful individuals, with a unique expertise in assisting women business owners and their families. People describe her as knowledgeable, diligent, and patient.

Outside of her financial practice, Mckenzie is an avid runner and regularly attends advanced yoga classes. She applies the same philosophy of discipline and long-term perspective from these activities to her professional life, believing that a slow and steady approach ultimately succeeds in both personal and financial endeavors.

Inspired by her grandfather, she co-established her independent firm to better partner with clients and help them achieve financial freedom.

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Experience
20 Years
Current Role
Principal
Location
Wayne, Pennsylvania, United States
Personality Overview

How Mckenzie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mckenzie cares about

Women in Business
Mentors female entrepreneurs through the ATHENAPowerLink program and specializes in advising women business owners on wealth management and succession planning.
Yoga and Running
She is an avid runner and attends advanced yoga classes, connecting the discipline from these activities to her long-term investment philosophy.
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Career

Work history

8-2009
Principal
Entrust Financial
8-2007 - 8-2009
Registered CSA
Morgan Stanley
6-2005 - 8-2007
Financial Advisor
UBS
In the press

Media appearances

Mckenzie Frankel, CFP® - Entrust Financial (Professional Bio). Featured in Entrust Financial (official website)
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Mckenzie Frankel - Entrust Financial (YouTube Interview/Feature). Featured in YouTube
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Education
2009 - 2011
Certified Financial Planner Certification
The American College of Financial Services
2001 - 2003
Masters
Chestnut Hill College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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