Kalem Mackey is an executive VP and a partner at C2P and the founder of Superior Financial Planning, a holistic wealth management firm in Arvada, Colorado. He has more than 20 years of experience as a sales manager, insurance wholesaler and financial advisor. His professional philosophy is grounded in helping American families realize their financial aspirations.

Working closely with advisors and our insurance distribution partners to serve needs and provide exceptional overall experiences and an insurance platform is where he excels. He leverages his skills in his roles managing both sales and operations for Clarity Insurance Marketing.

Additionally, Kalem is a Bucket Plan® Best Interest Process trainer. He provides advisors like you with coaching and sales support, helping you deliver in-depth, comprehensive solutions. He frequently speaks at C2P and industry events, providing expertise in the retirement income planning and tax management areas.

Before his time at C2P, Kalem earned his bachelor’s degree from UC San Diego. There, he was a four-year member of the student council and Sigma Phi Epsilon fraternity. He served as both an orientation leader and resident advisor. He then went on to found his own financial planning and wealth management firm.

Kalem and his wife, Lisa, have two children: Jordan and Alora. In their free time, they enjoy all the outdoor splendor that living in Colorado offers, like camping, hiking and winter sports. A lifelong sports fan, Kalem loves rooting for his favorite teams — the Lakers, Angels, 49ers and UCLA.