Thomas L. McKenzie, JD, RFC

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.


"Home of the Comprehensive Planning Technique, Where Estate Planning, Financial Consulting and Elder Law Meet" (sm)

Our firm provides the highest level of representation and services to individuals and families, and is recognized as a leading law firm in the Southern California area. With offices conveniently located for both Los Angeles and Orange County, our firm provides legal and other planning services to consumers throughout Southern California.

Thomas L. McKenzie, JD, the firm's founder, is the creator of the "Comprehensive Planning Technique" (sm). This revolutionary form of planning combines the elements of estate planning, financial planning strategies, elder law, and long-term care planning, to provide for a more comprehensive, and thus more protective, overall plan.

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.

Contact Thomas L. McKenzie, JD, RFC

Contact Thomas L. McKenzie, JD, RFC

McKenzie Legal & Financial
Attorney/Financial Advisor
2631 Copa De Oro Drive
Los Alamitos, California  90720
Phone: (562) 594-4200
Fax: (562) 394-9512


Service Area

Statewide service provider in:
  • California