Warren Mackensen, BSEE, MBA, MS, CFP®
Areas of Focus:
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Retirement Income Planning
Estate Planning
Taxes
Charitable Estate Planning
Closely-held Businesses
Intergenerational Wealth Transfers
Succession Planning
Credentials:
Certified Financial Planner practitioner, 1989
Professional Engineer (PE), 1979
Education:
Warren graduated from Assumption Preparatory School, Worcester, Mass., in 1966. He then entered the U.S. Naval Academy, and graduated in 1970 with a Bachelor of Science in Electrical Engineering. In 1979, he became a Registered Professional Engineer in Mechanical Engineering from the Commonwealth of Massachusetts. He returned to school and received his MBA from Southeastern Massachusetts University in North Dartmouth, MA, in 1982.
In 1989, Warren became a Certified Financial Planner through the College for Financial Planning in Denver, CO.
Always seeking to improve, he received his Master of Science with an emphasis in Financial Planning from the College for Financial Planning in Denver, CO, in 1996.
Experience:
He has a strong background and extensive experience in the engineering and business world. As a Naval Officer, he served on a nuclear powered submarine, the USS Tullibee (SSN597), from 1970 to 1975.
Once out of the Navy, he founded and operated Sippican Solar Systems, Inc., in Marion, MA, from 1976 to 1982. Warren's firm installed over 37,000 square feet of solar panels in eight states during those years.
With the expiration of the solar tax credits in 1982, he moved his family to New Hampshire and began working in the Startup Test Department at Seabrook Station. He was employed by Public Service Company of NH until 1987.
From 1987 to 1989, he was the General Manager of Administration at Seaward Corporation in Kittery, ME. Seaward installed electrical transmission and distribution lines and developed hydroelectric sites.
Warren began a tax preparation business in 1985. He formally entered the financial planning world in 1990 when he was employed as a Financial Advisor at Ballentine & Company in Wolfeboro, NH. He began his own financial planning firm in 1991.
Warren is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Warren has served a six-year term on the NAPFA Board of Directors from 1997 to 2003. He was Treasurer of NAPFA for four years during that time. In May 2005, Warren received the Robert J. Underwood Distinguished Service Award from NAPFA for his contributions to the practice of fee-only comprehensive financial planning.
Warren served a three-year term on the New Hampshire Electric Cooperative, headquartered in Plymouth, NH, from 2005-2008.
An avid skier, Warren served for seven years on the Grand Summit Hotel Unit Owners' Association at Attitash Bear Peak in Bartlett, NH. He was Treasurer for five of the seven years. He continues to manage the capital reserve fund for the Association.
Warren is one of the five Trustees of the Trust Funds in Hampton, NH, managing over $16 million of Hampton trust funds and capital reserve funds.
He serves as the Committee Chairman for the Holy Name Society Scholarship Fund at Our Lady of the Miraculous Medal Parish in Hampton, NH.
Email your questions to info@mackensen.com