Jarrett McKenzie, CFP®, CWS® 1
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Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • Certified Wealth Strategist®

  • 12 Years of Financial Industry Experience

  • Member of Financial Planning Association

  • Member of Financial Planning Association of Georgia

Contact

  • (678) 797-3724

  • Email Jarrett

Jarrett McKenzie, CFP®, CWS®
Senior Associate

Jarrett McKenzie, CFP®, CWS®, is a Senior 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. He also contributes 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.

Jarrett McKenzie, CFP®, CWS® 1

Jarrett McKenzie, CFP®, CWS®
Senior Associate

  • Download Bio

Jarrett McKenzie, CFP®, CWS®, is a Senior 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. He also contributes 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.

Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • Certified Wealth Strategist®

  • 12 Years of Financial Industry Experience

  • Member of Financial Planning Association

  • Member of Financial Planning Association of Georgia

Contact

  • (678) 797-3724

  • Email Jarrett

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