Charles Mckenzie, CFP® is a Portfolio Manager at Leo Wealth since August 2021, bringing expertise in financial management and investment strategies. Prior to this role, Charles served as a Financial Advisor at BFT Financial Group, LLC from January 2018 to August 2021. Charles earned a degree in Personal Financial Planning from Texas Tech University between 2013 and 2017, equipping him with a solid foundation in financial principles and practices.
Location
Dallas, United States
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