Joseph F. McMackin Jr., CLPF
Joseph F. McMackin, CLPF #1066, joined Lorenz Private Trustees in January of 2018. Joseph comes from the software world where he worked in Business Development and Account Management for companies like Active.com, Eventbrite, and RunSignUp. Joe’s strengths are building relationships and team coordination. He is utilizing those strengths to build the best team for his clients while also finding new ways technology can increase their quality of life. Joe's asset experience includes fiduciary management of corporations, investment accounts, residential real estate, firearms, and Bitcoin/Cryptocurrencies.
Born in San Francisco, Joseph lived in Northern California until 2000 when he pursued a degree in business from UC Santa Barbara. Joe met his wife, Marissa, at University. Shortly after graduation, they moved to San Diego to start their lives together. In San Diego his wife was offered the opportunity to pursue her doctorate degree in Neuroscience at UC Davis. Joe was a huge supporter of her goals and over the next few years Joe and Marissa started their family and are currently raising their 4 children. They moved to Temecula in August of 2016 in pursuit of Joe’s dream of becoming a professional Trustee.
Joseph became interested in becoming a fiduciary when his father became the trustee of his great aunt’s trust. The aunt’s trust had not been updated for 20+ years, and Joe saw the family stress, and the length of time it takes to complete the work, when the proper planning is not in place. Joe believes grieving family members should not have to do this work if they don’t want to. Joseph says, “There are people who need the support of a professional fiduciary to navigate the complexities ensuring the best possible outcome for all involved.”
In his free time, Joseph can be found coaching his children in sports, playing golf, watching his favorite sports team, or reading.
Born in San Francisco, Joseph lived in Northern California until 2000 when he pursued a degree in business from UC Santa Barbara. Joe met his wife, Marissa, at University. Shortly after graduation, they moved to San Diego to start their lives together. In San Diego his wife was offered the opportunity to pursue her doctorate degree in Neuroscience at UC Davis. Joe was a huge supporter of her goals and over the next few years Joe and Marissa started their family and are currently raising their 4 children. They moved to Temecula in August of 2016 in pursuit of Joe’s dream of becoming a professional Trustee.
Joseph became interested in becoming a fiduciary when his father became the trustee of his great aunt’s trust. The aunt’s trust had not been updated for 20+ years, and Joe saw the family stress, and the length of time it takes to complete the work, when the proper planning is not in place. Joe believes grieving family members should not have to do this work if they don’t want to. Joseph says, “There are people who need the support of a professional fiduciary to navigate the complexities ensuring the best possible outcome for all involved.”
In his free time, Joseph can be found coaching his children in sports, playing golf, watching his favorite sports team, or reading.
Joseph's Credentials
Education:
- Bachelor of Arts Degree with a major in Business Economics from University of California - Santa Barbara
Certification:
- California Licensed Professional Fiduciary (CLPF# 1066)
Associations:
- Chairman, Estate Planning Group Network
- Associate Member, Probate Attorneys of San Diego