Sacha Mackels, CFP®, CLU®, ChFC®
Financial Advisor at Tax & Financial Group
Industry: Financial Services
Sacha Mackels, CFP®, ChFC®, CLU®
CA License No. 0H72524
Sacha Mackels is a Financial Advisor with Tax & Financial Group. He works with individuals and business owners in identifying their financial goals and implementing strategies to help achieve those goals. Sacha utilizes a comprehensive approach to his financial services practice that addresses:
• Business Succession & Exit Strategies
• Investment Advisory
• Brokerage Accounts
• Qualified Retirement Plans/IRA Issues
• Charitable Gifting
• Distribution of Wealth at Death
• Liability Issues
A graduate of Penn Foster College, Sacha has a B.A. degree in Business Management, as well as an MBA with a specialization in finance from Ashford University. Sacha is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified Financial PlannerTM professional (CFP®). He is a Series 7 Registered Representative and Series 66 Investment Advisor Representative with Securian Financial Services Inc. and holds a California Life and Health Insurance License.
Board Memberships: Greater San Diego Business Association (GSDBA)
Who is your target customer? Business owners, executives and professionals in transition.
Who is your primary target contact? Primary target contacts are bPresident, CEO, Owner, Partner, Vice President.
What sets you apart from the competition? I take the time to take a comprehensive approach to my client’s financial situation. Our team has the capability to handle complex financial situations and come up with creative solutions.
When you are not working, what do you like to do? In my free time I enjoy going to the theater. I grew up in Belgium and am fluent in German, French and English. I like to practice these languages when the opportunity arises.
Phone: (858) 436-0057
Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 1337940, DOFU 11/15
Tax & Financial Group
5720 Oberlin Drive, Suite 138
San Diego, CA 92121