About Jane McKenzie & Point Santa Cruz Strategies

As an independent financial services professional, I provide financial strategies, asset management, and insurance solutions for individuals, families, and small businesses who seek a tailored approach to investment management and risk management scenarios.

It’s important to me to pursue a lifestyle that supports my passions: family, surfing, travel, environmental awareness, and community engagement. I want to empower my clients to live a robust life and follow their own passions with financial security.

I strive to serve my clients, their families, and their businesses through education and insights to equip them with current financial knowledge and product information. With experience as my guide, I help my clients understand the financial essentials of their lives. Together, we can plan their financial future in a balanced, proactive way. 

Community Involvement

I strive to be the financial advisor of choice in my local community. My business has always been rooted in Santa Cruz, California, and have been dedicated to serving the Santa Cruz and Monterey Bay area communities for over twenty years. I provide local access to premier industry partners who offer best of breed products and customized solutions. I am licensed in multiple states, and can request licensure in other states, if the need arises.