Thomas Mckenzie | Los Alamitos Elder Law Lawyer


Thomas McKenzie Lawyer

Thomas L. McKenzie update listing

McKenzie Legal & Financial is a one-stop resource for those seeking legal and financial advice.

Elder Law, Trusts, Estate Administration, Estate Planning, Wills & Probate, Health Care, Real Estate, Business, Financial Advisory Services


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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, McKenzie graduated law school with honors in 1993. While at law school, he 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, he established his firm, McKenzie Legal & Financial, and went on to practice in the areas of estate planning, financial consulting, elder law and long-term care planning.

Mr. McKenzie is a member of the California State Bar, as well as the Trusts & Estates Section, the Business Law Section, and the Real Property Section of the Bar. 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. In addition, 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. Mr. McKenzie 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.

Mr. McKenzie has been featured in Los Angeles Magazine as a Five Star Wealth Manager Award Winner, which is an award that is given to less than 2% of all wealth managers in Southern California. He was also a featured wealth adviser in Newsweek Magazine, and a Five Star Wealth Manager Award winner in Orange Coast Magazine.

With an understanding of both legal and financial issues, Mr. McKenzie is uniquely qualified to advise his clients in truly comprehensive estate and financial planning.

Mr. McKenzie resides in Orange County with his wife, Natalie, and their four children: Macy, age 15; Ryan, age 14; Cody; age 9; and Noah, age 7. The firm offers estate planning, financial consulting, asset protection strategies and long-term care planning to consumers throughout California.
Position Organization Location Duration
OwnerMcKenzie Legal & Financial2631 Copa De Oro Drive, Los Alamitos, CA 90720Present
School Degree Major Graduation
Western State University College of LawJ.D. Law School1993  
Western State UniversityBachelorsN/A
State / Court Date
California State Bar1993
Supreme Court of the State of California1993
United States District Court for the Central District of California1993
  • California State Bar; Orange County Bar Assoc. Elder Law Section; Former Chairman of the Board of Directors of the OC Elder Law Section; Registered Financial Consultant; International Association of Registered Financial Consultants; Financial Planning Association (FPA); ElderCounsel; Estate Planning and Probate Section of the California State Bar; National Academy of Elder Law Attorneys
  • Five Star Wealth Manager, Los Angeles Magazine; Five Star Wealth Manager, Orange Coast Magazine; Scott McCune Memorial Scholarship; Featured Wealth Advisor in Newsweek Magazine; American Jurisprudence Award in Property Law; American Jurisprudence Award in Criminal Law; Associate Editor of the Law Review of Western State University College of Law
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CA State Lawyer Additional Information: District: 4 Most Recent Status: Present Active

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Service Type: Private

Language: English

Update Date: 2018-02-22

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Change Date Change Field Previous Content
2016-07-20Firm NameLaw Offices of Thomas L. McKenzie
2016-07-20Address3020 Old Ranch Parkway Suite 300 Seal Beach CA 90740 US
Thomas L. McKenzie
2631 Copa De Oro Drive
LOS ALAMITOS, CA 90720
33.7780985,-118.0878624

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2631 Copa De Oro Drive
LOS ALAMITOS, CA 90720


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