Welcome

We all need accurate information and dependable relationships. That’s true no matter what we’re looking for, and it’s especially true when it comes to financial planning. My clients trust me for two main reasons: They know I care. And they value my experience. This personal-professional combination gives my clients more confidence. We all seek out experts for important parts of our life. It’s about more than just money. My goal is about conditioning your financial life for strength, health and endurance. Here’s the commitment I make to my clients as a Certified Financial Planner™: Your goals are my professional mission. I investigate opportunities that can best serve your life today, then I oversee them with care and diligence for your life ahead.For me, this work is a personal passion as well as a professional ambition. I’m grateful I can combine the two. Charitable causes are one of my passions. Let me share one story. A few years ago, after I lead a class on personal giving, I was contacted by the director of a regional land trust. The grass-roots organization needed someone to manage their small (at the time) endowment. My expertise has helped them make the most of theirs; this organization has been able to preserve natural habitats, and to purchase their own office habitat for a growing staff!
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Endowments and Foundations3
  • Sustainable Investing4
  • Professional Portfolio Management5
Securities Agent: CA, WA, TX, MS, MN, MI, MD, LA, IA, FL, DE, CO, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 633395
CA Insurance License #: Insurance Lic. CA 0E87426
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Family

My clients and I talk about family, both theirs and mine. That’s why we’re working and making plans, right? I raised three children, all now grown and leading fulfilling lives in different parts of the United States. I love traveling to visit my family, including trips to Detroit, my original hometown.

Family for me is bigger than the literal meaning, and that leads to a story about my name “Kit.” Before I was born, a friend of my parents was so influential in their lives that she became like family. Her name was Kit, and my parents wanted to honor her impact by endowing me with her name. Of course, my great-grandmother Mary deserved top billing. That’s how I became Mary “Kit” Mac Nee. And how I learned to value a broad definition of “family.”

I live in Santa Monica, California and travel throughout Southern California and the U.S. to support my clients as well as the community groups I work with.


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    Community Involvement

    On my way to becoming a Certified Financial Planner™, I served a community foundation in Southern California as its Director of Gift Planning. I worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, I use my financial-planning proficiency to serve as volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures.

    Girl Scouts San Gorgonio Council Board of Directors 2008 to present

    I love this group, and serve on the finance committee, helping the organization be more accountable with its funds. I’m also a founder of the group’s Alumni Association, a community of individuals that learns by example, building young women of “courage, confidence, and character” who will help change the world.

    San Gabriel Valley Estate Planning Council 2013 to present
    Riverside Estate Planning Council 2001 to present
    National Estate Planners and Councils Board of Directors 2015 to present

    Working with these Estate Planning Councils helps me continually sharpen my skills, and provides me with opportunities to expand my network of allied professionals.

    Junior League of St. Louis, Riverside and Pasadena Sustainer 1991 to present

    The Junior League has prepared and trained me, over the past 25 years, to be a community leader in philanthropy.

      Education

      • Advanced Management Program, University of California Riverside, Anderson Graduate School of Management 2002
      • Certified Specialist in Planned Giving, California State University Long Beach, American Institute of Philanthropic Studies, 2001
      • NASD 1983, 2005
      • BSB Finance and Management, University of Minnesota Carlson School of Management
      • CA Insurance License # 0E87426
      • Series 7,66,31
      • NMLS#633395

      Location

      55 South Lake Ave
      Ste 700
      Pasadena, CA 91101
      US
      Direct:
      (626) 405-9303(626) 405-9303
      Fax:
      (626) 795-7386(626) 795-7386
      From My Desk

      Michael Wilson: Monthly Investment Perspectives Webcast


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact Kit Mac Nee today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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      CRC 2019752 10/2018