My Biography
Earl R. McKenzie
Certified Financial Planner®
President
McKenzie Wealth Advisory
Earl R. McKenzie began his career as a financial planner in 1982.
As a Registered Representative and an Investment Advisory Representatvie (IAR) with Cetera Advisor Networks, LLC, Earl strives to meet the needs of high net-worth individuals, successful professionals, business owners, and retirees. His practice specializes in Wealth Management and Asset Management, and as a full service financial planner, he examines the client’s entire financial picture. This includes retirement, college and estate planning; as well as life, health, disability and long term care insurance. Earl works in tandem with local attorneys and CPA's to review his clients wills and tax returns to insure that all bases of a sound financial plan are addressed. By establishing himself as an independent financial planner, Earl can offer his clients the best sources of products and carriers available in the marketplace today. He and his staff are driven to building long term relationships with their clients.
He received his Bachelor of Arts from William Penn University, Oskaloosa, IA, and a Masters of Arts from Montclair State University, Montclair, NJ. He holds the designations of Certified Financial Planner from the College Of Financial Planning, and is currently certified by the Certified Financial Planner Board of Standards, Inc. (The CFP® Board).
Earl lives in Freehold, NJ with his wife and their two sons. They are very active members of the Freehold Reformed Church as well as their local community. Earl and his sons have had and continue to have an extensive and active commitment to youth and adult roller hockey in the greater Freehold and surrounding areas. In their leisure time they enjoy spending time at Beaton's Boat Yard in Brick NJ aboard their schooner sail boat Sequoia. They sail and cruise Sequoia in Barnegat Bay and the coastal waters of New Jersey.
Securities Licenses and Registrations
Series 6, 22, 63 and State Registrations: NJ, NY, PA, VT, NC, FL, MD, VA
Life, Health, Variable Insurance License NJ, NY FL, MD, PA