Kalem Mackey, CFP®, BPC

Kalem Mackey is the EVP of Insurance Distribution at Prosperity Capital Advisors and the founder of Superior Financial Planning, a holistic wealth management firm located in Arvada, Colorado. With more than 20 years of experience as a sales manager, insurance wholesaler, and financial advisor, his professional philosophy is grounded in helping American families realize their financial aspirations.

Kalem also manages both the sales and operations for Clarity Insurance Marketing. In these roles, he works closely with advisors and our insurance distribution partners to serve their needs and seeks to provide a world-class insurance platform for holistic financial advisors.

Kalem is a Bucket Plan Best Interest Process® Trainer; he provides coaching and sales support to advisors, assisting them in delivering in-depth, comprehensive solutions. He frequently speaks at C2P and industry events, providing advanced expertise in the areas of retirement income planning and tax management.

Kalem earned his bachelor’s degree from UC San Diego, where he was a 4-year member of the Student Council and Sigma Phi Epsilon Fraternity. Kalem also served as both an Orientation Leader and Resident Advisor.

Kalem and his wife, Lisa, have two children, Jordan and Alora. A lifelong sports fan, Kalem enjoys rooting for his favorite teams: the Lakers, Angels, 49ers, and UCLA. Kalem also enjoys all the outdoor splendor that living in Colorado offers, like camping, hiking, and winter sports.