Sacha Mackels, CFP®, CEPA®, CLU®, ChFC®, RICP®, WMCP®, a Certified Financial Planner with Tax & Financial Group (TFG), recently spoke at the esteemed Cetera Connect2Peers  Conference in Orlando, Florida. With over 2,000 attendees from across the country, the event served as a major platform for financial professionals to share knowledge and best practices.

During his session, Sacha focused on the importance of tailored financial planning for business owners. He emphasized that for many entrepreneurs, personal and business finances are deeply intertwined—requiring a comprehensive, strategic approach to both.

“Financial planning for your business can be vital to its long-term success,” said Sacha. “Equally important is helping ensure the business owner’s personal financial goals are aligned and addressed.”

He outlined key planning areas that business owners often benefit from, including:

• Succession planning
• Key employee retention strategies
• Optimized employee benefit structures
• Integrated estate and legacy planning

These planning areas, Sacha explained, can make a significant difference not only in the growth of the business, but also in the personal and financial well-being of its owner.

“Sacha brings a rare combination of experience and real-world insight when it comes to serving business owners,” said Andy O’Brien, Executive Vice President-Wealth Advisor, at TFG. “His presentation offered actionable strategies grounded in experience. We’re proud to have him on our team and to see him share his insights with the broader financial services community.”

Widely recognized in the San Diego area for his work with business owners, Sacha holds multiple designations in financial planning, retirement planning, exit strategies, and wealth management. He is a sought-after speaker and thought leader in the financial services industry.

“I’m honored to have been invited back to speak at such a high-caliber event that continues to bring together outstanding professionals delivering valuable thought leadership to this incredible audience year after year,” said Sacha.

About Sacha Mackels

Sacha is a Certified Financial Planner at TFG with over a decade of experience in comprehensive financial services. He leads a growing team of high-caliber financial professionals known for their integrity, community involvement, and dedication to client success. Sacha is passionate about helping clients pursue their goals and live with greater financial confidence.

To learn more, visit: https://www.tfgroup.com/sacha-mackels-bio/

About TFG

Sacha’s office, Tax & Financial Group (TFG), is located in San Diego, CA. Founded over 55 years ago, TFG specializes in a robust range of service offerings available to help clients meet their overall financial needs.