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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

Meet My Team

Capital Associates

Capital Associates

Title: Team Practice
Website: https://connect.thrivent.com/capital-associates

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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