Charles Mckenzie
Founder at Honor Wealth Planning | Greater Pittsburgh Region
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Charles McKenzie, as the Founder of Honor Wealth Planning, brings a wealth of experience and a unique perspective to the financial advisory landscape. With a strong background in business development and program management, Charles has cultivated a practice that prioritizes personalized financial strategies tailored to each client's unique circumstances. His expertise in operations management and leadership, honed through years of military operations and government service, allows him to approach wealth planning with a disciplined, strategic mindset.
At Honor Wealth Planning, Charles is currently spearheading several key projects aimed at enhancing client engagement and financial literacy. One notable initiative involves the development of comprehensive financial education workshops designed to empower clients with the knowledge they need to make informed decisions about their investments and retirement planning. By fostering an environment of trust and transparency, Charles ensures that clients feel confident and secure in their financial journeys.
Additionally, Charles leverages his military experience to instill a sense of resilience and adaptability within his team and client base. His commitment to operational excellence translates into a meticulous approach to portfolio management, ensuring that each investment strategy is aligned with the client's long-term financial goals. As a thought leader in the wealth management sector, Charles McKenzie continues to advocate for innovative solutions that address the evolving needs of clients, making Honor Wealth Planning a beacon of integrity and expertise in the financial advisory community.
Founder at Honor Wealth Planning in September 2023 to Present
Financial Advisor at Janney Montgomery Scott LLC at Janney Montgomery Scott LLC in September 2017 to September 2023
Financial Advisor at Northwestern Mutual in February 2016 to August 2017
Contract Manager at Shell Oil Company in August 2012 to March 2016
Operations Officer at Marine Corps Recruiting Station Pittsburgh in April 2010 to August 2012
Motor Transport Officer at 3d Light Armored Reconnaissance Battalion in March 2008 to April 2010
Battle Captain at 3d Light Armored Reconnaissance Battalion in March 2009 to October 2009
Engineering Officer at 3d Light Armored Reconnaissance Battalion in September 2007 to March 2008
Assistant Logistics Officer at 3d Light Armored Reconnaissance Battalion in August 2007 to March 2008
Maintenance Management Officer at 3d Light Armored Reconnaissance Battalion in June 2007 to March 2008
See more
See less
Business Development
Leadership
Logistics
Management
Government
Program Management
Engineering
Military Operations
Operational Planning
Training
Military
Operations Management
Data Analysis
National Security
Security Clearance
Force Protection
Military Experience
DoD
See more
See less
What is Charles Mckenzie email address?
Email Charles Mckenzie at [email protected] and [email protected]. This email is the most updated Charles Mckenzie email found in 2026.
What is Charles Mckenzie phone number?
Charles Mckenzie phone number is +17242381464.
How to contact Charles Mckenzie?
To contact Charles Mckenzie send an email to [email protected] or [email protected]. If you want to call Charles Mckenzie try calling on +17242381464. (updated on October 29, 2024)
What company does Charles Mckenzie work for?
Charles Mckenzie works for Honor Wealth Planning
What is Charles Mckenzie's role at Honor Wealth Planning?
Charles Mckenzie is Founder
What industry does Charles Mckenzie work in?
Charles Mckenzie works in the Financial Services industry.
Charles Mckenzie Email Addresses
Charles Mckenzie Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Charles Mckenzie
Operations Manager at EMCO
Brand Manager at Premier Nutrition: The Good Energy People
Executive Vice President of Administration at Kansas City Chiefs Football Club
Territory Sales Manager at Rival Orthopedic Partners- Donjoy
Software Engineer at Google
Manager of Client Implementations and Key Relationships at Performance Benefits, Inc.
Lab Manager at Parker Hannifin Filtration Division
Adjunct Professor at Ryokan College
Chief Event Strategist at MLM Consulting (Formerly The Event Professionals, Inc.)
General Manager at Simply Southern Restaurant
Laboratory Manager at Kimberly-Clark Professional
CEO at Universal Wrestling Archives, Inc.
Regulation Executive Real Estate Lending & Appraisals at Citi
Director of Inclusion at Hoffman Construction Company
Retired-former at Greater Hazleton Chamber of Commerce
Supervisor at UPMC North Central PA Region at Procirca CCN
Director of Nutrition Services at Tolleson Union High School District
SVP, Development at Fox Alternative Entertainment
Software Engineer 2 at Microsoft
Show more
Show less