Kalem Mackey, CFP®, BPC
EVP of Advanced Planning
Kalem Mackey, CFP®, BPC is the EVP of Advanced Planning at C2P Enterprises and has served as a financial advisor, insurance wholesaler and sales manager over the course of his 20-year career.
Kalem is Brian Mann’s partner and president of Elite Advisory Group, a wealth management firm located in Huntington Beach, Cal. Prior to joining Clarity Insurance Marketing, Kalem worked alongside Mann and played an integral role in building a wholesale insurance marketing organization and maintaining consistent production growth. Kalem is frequently called upon as a guest speaker to train advisors on how to master various financial planning strategies.
With extensive experience in sales management, Kalem helps advisors bring a personal and seamless experience to the sales process. He realizes the challenges families across the country face in meeting their financial aspirations and works to help advisors best serve their needs. He provides coaching and support, assisting them to deliver in-depth and comprehensive services to meet their clients’ unique goals.