Brian J Macho
Wealth Advisor
.
CFP®, ChFC®, CLU®, FIC, CEPA®
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. When we put a financial strategy in place, you should feel confident your future needs will be covered. My team at Heirloom Wealth Group 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...
My qualifications
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- Agent
- CA Insurance Lic. #0K61893
My state licenses
- Arizona
- Colorado
- Florida
- Idaho
- Kansas
- Michigan
- Minnesota
- Nebraska
- North Carolina
- North Dakota
- Oregon
- Pennsylvania
- South Dakota
- Texas
- Virginia
- Washington
- Wisconsin
Office location
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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.