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CERTIFIED FINANCIAL PLANNER

Sacha Mackels

CA License No. 0H72524
CFP®, ChFC®, CLU®, RICP®, WMCP®, CEPA®

Sacha Mackels is a leader in Tax & Financial Group (TFG’s) San Diego office. He is focused on guiding a growing team of high caliber financial professionals that have an excellent reputation in the local community and are actively involved. Sacha is most energized by the fulfillment helping clients reach their goals can bring and is often looked to by peers for his advice and experience in building a thriving client centric advisory practice. Sacha believes in collaboration and is known for identifying others who also want to empower individuals to achieve financial freedom.

Together, he and his colleagues work with individuals and business owners in determining their financial goals and implementing strategies to help achieve those goals. Sacha and his team utilize a comprehensive approach to financial services that addresses:

• Business Continuation, Succession & Exit Strategies
• Investment Advisory
• Qualified Retirement Plans/IRA Issues
• Charitable Gifting
• Distribution of Wealth at Death
• Insurance
• Liability Issues

Sacha resides in San Diego but grew up on the East side of Belgium moving to the US when he was twenty-two. He then spent eight years in New York City. Prior to the financial services industry, Sacha worked as a fitness trainer where he learned the value of client service and felt the benefits of helping them reach their goals. Sacha is passionate about theatre, classical music and travel. He has visited Paris, London, Rome, Venice, Barcelona, Jerusalem, Istanbul and Kauai in the last several years.

A graduate of PennFoster 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®), Certified Financial Planner™ professional (CFP®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®). Sacha is a member of the BIA SD and won the Financial Associate of the Year Icon Award in 2018. Sacha is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. And holds a California Life and Health Insurance License.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Finalists and award recipients are selected based on the individual’s professional and personal accomplishments and contributions to the association. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC.
Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

CERTIFIED FINANCIAL PLANNER

Sacha Mackels

CA License No. 0H72524
CFP®, ChFC®, CLU®, RICP®, WMCP®, CEPA®

Sacha Mackels is a leader in Tax & Financial Group (TFG’s) San Diego office. He is focused on guiding a growing team of high caliber financial professionals that have an excellent reputation in the local community and are actively involved. Sacha is most energized by the fulfillment helping clients reach their goals can bring and is often looked to by peers for his advice and experience in building a thriving client centric advisory practice. Sacha believes in collaboration and is known for identifying others who also want to empower individuals to achieve financial freedom.

Together, he and his colleagues work with individuals and business owners in determining their financial goals and implementing strategies to help achieve those goals. Sacha and his team utilize a comprehensive approach to financial services that addresses:

• Business Continuation, Succession & Exit Strategies
• Investment Advisory
• Qualified Retirement Plans/IRA Issues
• Charitable Gifting
• Distribution of Wealth at Death
• Insurance
• Liability Issues

Sacha resides in San Diego but grew up on the East side of Belgium moving to the US when he was twenty-two. He then spent eight years in New York City. Prior to the financial services industry, Sacha worked as a fitness trainer where he learned the value of client service and felt the benefits of helping them reach their goals. Sacha is passionate about theatre, classical music and travel. He has visited Paris, London, Rome, Venice, Barcelona, Jerusalem, Istanbul and Kauai in the last several years.

A graduate of PennFoster 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®), Certified Financial Planner™ professional (CFP®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®). Sacha is a member of the BIA SD and won the Financial Associate of the Year Icon Award in 2018. Sacha is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. And holds a California Life and Health Insurance License.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Finalists and award recipients are selected based on the individual’s professional and personal accomplishments and contributions to the association. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC.
Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

Contact Us

Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity