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Thomas L. McKenzie JD, RFC

McKenzie Legal & Financial

Thomas L. McKenzie JD, RFC

McKenzie Legal & Financial

Thomas L. McKenzie JD, RFC

McKenzie Legal & Financial

As a result of an exceptionally high score on the LSAT examination, Thomas L. McKenzie was given a scholarship to Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Deans List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics. In addition, Mr. McKenzie was the recipient of the Scott McCune Memorial scholarship. Passing the bar on his first try, Tom established his firm and went on to practice in the areas of estate planning, financial planning, elder law and long-term care planning.

Tom is a member of the California State Bar, as well as the Trust & Estates Section of the Bar. He is an active member of the National Academy of Elder Law Attorneys, and was a member of their National Multidisciplinary Task Force. Mr. McKenzie is a member of the Orange County Bar Association, and is a past Chairman of the Elder Law Section of the Orange County Bar. Finally, Mr. McKenzie is an accredited attorney by the United States Veterans Administration.

Mr. McKenzie has written numerous articles for various publications and legal periodicals, including the Los Angeles and San Francisco Daily Journals, the National Academy of Elder Law Attorneys' NAELANEWS, the Gilfix Elderlaw Newsletter, the Leisure World News, the Los Cerritos Community News, and the Orange County Bar Association's Elder Law Section Newsletter. He frequently lectures on estate planning, financial planning, elder law, and Medi-Cal long-term care planning issues. Tom has been an expert panelist on programs sponsored by Continuing Education of the Bar (University of California), Orange County Bar Association, and California Advocates for Nursing Home Reform.

Mr. McKenzie is also a Registered Financial Consultant, a Series 7 licensed securities broker and Registered Representative, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.

In 2011 Mr. McKenzie was featured in Los Angeles Magazine as a Five Star Wealth Manager Award Winner, which was an award that was given to less than 2% of all wealth managers in Southern California. Also in 2011, Mr. McKenzie was a featured wealth adviser in Newsweek Magazine. Finally, in 2012 he was once again selected as a Five Star Wealth Manager Award Winner, and featured in the April edition of Orange Coast Magazine.

With an understanding of both legal and financial issues, Mr. McKenzie is uniquely situated to advise his clients in the development of a truly comprehensive estate and financial plan.

Mr. McKenzie resides in Orange County with his wife, Natalie, and their four children: Macy, age 15; Ryan, age 14; Cody, age 9; and Noah, age 7. The firm offers estate planning, long-term care planning, financial consulting and educational services to consumers throughout California.

Firm Description


Plan Your Estate!

Develop a Financial Plan that Makes Sense for You!

Understand Living Trusts and Other Estate Planning Documents!

Protect Your Home and Other Assets!

Protect Against the High Costs of Long-Term Care!

Protect Your Children or Other Beneficiaries!

Lower Your Taxes and Organize Your Affairs!

Probate and Trust Administration Services!

With offices in both Los Angeles County and Orange County, our firm has pioneered the "Comprehensive Planning Technique", a unique and effective approach that combines estate planning, financial consulting and elder law strategies to provide maximum protection to our clients.

For more information on various issues, please click on any of the subjects listed on the left side of this site. Also, for a FREE one-half hour consultation about your individual circumstances, please call our office at 1-562-594-4200.

Please be advised that the information on this site is not meant to be construed as legal advice. If you need legal advice, please either contact our office at (562) 594-4200, or contact another competent attorney.

Thomas L. McKenzie is a Charter Member of the ElderCare Matters Alliance. ElderCare Matters is a resource that helps families across America Plan for and deal with the issues of aging. The ElderCare Matters website can be reached at the following link: ElderCare Matters


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Friday 9:00 AM 4:30 PM


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