Sacha Mackels is a financial advisor with Tax & Financial Group and the founder of a growing wealth management practice in San Diego. He works primarily with business owners, executives, individuals and families who are looking for thoughtful, comprehensive advice as their financial lives become increasingly complex.
Sacha believes that good financial planning starts with advice – not products or investments. His approach begins with understanding what is most important to each client and then developing strategies that bring together investment management, retirement planning, tax-aware financial strategies, risk management, estate and legacy planning, and charitable giving. For business owners, his work often extends to retirement plan design, business succession, exit planning and strategies designed to help coordinate their business and personal wealth.
As a Certified Exit Planning Advisor (CEPA®), Sacha has a particular interest in helping business owners think beyond their immediate financial needs and prepare for the long-term transition and eventual value realization of their business. He frequently collaborates with clients’ CPAs, attorneys and other professional advisors to help ensure the various pieces of their financial plans work together.
Sacha’s practice has grown significantly through long-term client relationships and referrals. He takes pride in making sophisticated financial concepts understandable and in developing strategies that are optimized without being unnecessarily complex. His goal is to give clients clarity around their choices and help them make informed
decisions with confidence.
Sacha grew up in eastern Belgium and moved to the United States at age twenty-two, later spending eight years in New York City before settling in San Diego. Before entering financial services, he worked as a fitness trainer, an experience that helped shape his highly personal and goal-oriented approach to client relationships. Outside of work, Sacha enjoys fitness, theatre, classical music, hiking and travel.
Sacha earned a B.A. in Business Management and an MBA with a specialization in finance. Sacha is a CERTIFIED FINANCIAL PLANNER® practitioner. He holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), Wealth Management Certified Professional (WMCP®), and Certified Exit Planning Advisor (CEPA®) designations.
