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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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