Charisse Mackenzie

Charisse focuses on helping clients design customized financial solutions based on their long-term retirement goals.

A generous spirit and passion for helping people led Charisse to spend 10 years as a social worker before joining the financial services industry. She served as senior vice president of a large financial firm in Scottsdale for six years before starting her own firm in 2012. “I love helping people and being able to show my clients exactly what they need to do to retire,” she said. The biggest piece of advice she can offer to clients is to “have a financial plan that covers all components of your financial life and be open to change.”

To help clients do just that, Charisse created our RING Retirement System™, an out-of-this-world solution for taking control of your financial future. She provides a detailed breakdown of the system in her book, “The RINGS of Saturn Wealth: Your Retirement System.”

Charisse is a financial professional who can offer investment and insurance products and services and is an Accredited Investment Fiduciary Designee. She graduated from Arizona State University.

Outside of the office, Charisse enjoys spending time with her husband and four children, hiking, and doing yoga. She is a certified scuba diver and believes in seeing new places as often as possible.

The Accredited Investment Fiduciary (AIF®) Designation demonstrates the individual has met educational standards to carry out a fiduciary standard of care and acting in a client’s best interest.