About Brian Macho
As a Wealth Advisor, I take a holistic approach advising my clients to make financial decisions based on their personal values and multidimensional goals. I aim to develop life-long relationships with each of my clients and their families staying in regular contact to provide them account information and updates. When we put a financial strategy in place, you should feel confident your future needs will be covered. My team at Capital Associates and I are always just a phone call away to help answer your questions and resolve concerns as quick as possible. Call or visit my office to schedule a time for us to connect in person or virtually.
Specializations
As a Wealth Advisor I have the pleasure of working with individuals, families and businesses to establish a plan that help them build, protect and distribute their wealth by addressing the following:
- Retirement Planning (Accumulation & Distribution)
- Investment Management
- Risk Management & Insurance Planning
- Tax Planning
- Estate & Legacy Planning
- Cash Flow & Debt Payoff Strategies
- College & Education Planning
Education & Accomplishments
- CERTIFIED FINANCIAL PLANNER™ designation
- Chartered Financial Consultant | ChFC® designation
- Chartered life underwriter | CLU® designation
- Fraternal Insurance Counselor | FIC designation
- FINRA Series 7 License | Series 66 License
- Life & Health Insurance License in CA | CO | FL | KS | MI | MN | ND | OR | TX | WA | WI
- BA Marketing and Advertising | University of North Dakota