Mackie Chaudhry - Cetera Investors

  • Financial Planners
  • Financial Services
1600 S. Main Street, Suite 315
Walnut Creek, CA 94596
(925) 308-5082

About Us

You’ve worked hard to build a life you’re proud of—but lately, things are shifting.

Maybe it’s a career change you didn’t expect. Or a divorce that’s forcing you to rethink your future. Maybe your read more
  • About

    You’ve worked hard to build a life you’re proud of—but lately, things are shifting.

    Maybe it’s a career change you didn’t expect. Or a divorce that’s forcing you to rethink your future. Maybe your kids are leaving home—or your parents suddenly need you more than ever. And through all of it, you’re still the one everyone else leans on.

    Hi, I’m Mackie Chaudhry. I specialize in financial planning for high-achieving women ages 40–60 who are navigating major life transitions. My clients are often asking questions like:
    >> “Can I afford to make a change?”
    >> “How do I prepare for retirement when life feels uncertain?”
    >> “Is there a way to support my family and still take care of myself?”

    I get it. I’ve helped women just like you create clarity, confidence, and peace of mind in seasons that feel messy or overwhelming.

    Through personalized financial planning and strategy, I help you make sense of your money, set new goals, and feel excited about what’s next. No jargon, no judgment—just a real partnership with someone who gets it.

    Let’s rewrite your next chapter—on purpose and on your terms.

    >> Email mackie.chaudhry@ceterainvestors.com to connect

  • Highlights

    • Chartered Financial Consultant® (ChFC®)
    • Over 20 years of experience in various financial matters
    • Specializes in comprehensive financial strategies
    • Expertise in tax mitigation and retirement planning
    • Collaborates with attorneys, accountants, and other professionals
  • Whom to Contact

    • Mackie Chaudhry
      Financial Planner
      Phone: (925) 308-5082