Jarrett McKenzie, CFP®, CWS®, is a Managing Associate at Henssler Financial. Responsible for managing client accounts on a day-to-day basis, Mr. McKenzie analyzes client data and provides recommendations based on the firm’s strict investment criteria. As a Managing Associate, Mr. McKenzie engages in initiating new business and works on overarching planning issues, in addition to managing staff and leading teams. He also contributed to “Money Talks,” the firm’s financial talk radio show.
He joined the firm in June 2013 as a Financial Planner, assisting with client cash flow projections, processing client information, and client services support duties. Prior to joining Henssler, Mr. McKenzie was a Wealth Strategist at Acru Wealth and an Underwriter for American International Group, Inc.
Mr. McKenzie has earned a Bachelor of Business Administration in Finance and a Master of Business Administration from Kennesaw State University. He is a CERTIFIED FINANCIAL PLANNER® Certificant and has earned the Certified Wealth Strategist® (CWS®) industry designation administered by Cannon Financial Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
