Home / Team Members / Investments / Charles McKenzie, CFP®

Contact Details

Position: Portfolio Associate

Phone: +852 3468 8880

Email: charles.mckenzie@leowealth.com

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Charles McKenzie, CFP®

Charles McKenzie is a Wealth Associate/ Portfolio Manager at Leo Wealth, an independent global wealth advisor. Based in Dallas, Charles is responsible for working with clients to build comprehensive financial plans and serves on the investment committee, helping build and trade portfolios for clients.

Charles earned a degree in Personal Financial Planning at Texas Tech University. Upon Graduation, Charles earned his CFP® certification and joined BFT Financial group in Dallas, Texas.