Bob Machado

Bob Machado Email and Phone Number

Owner / CFP(R) Fee-Only Financial Planner @ Desert Business Association
Bob Machado's Location
Rancho Mirage, California, United States, United States
Bob Machado's Contact Details

Bob Machado work email

Bob Machado phone numbers

About Bob Machado

I am a CFP Professional, and offer Fee-Only Financial Planning and Investment Management Services as a Fiduciary to my clients. I do NOT sell products or receive commissions. Thank you very much to any individuals who may consider “Endorsing” me, but I cannot accept LinkedIn "Endorsements" for SEC compliance reasons.
 Please feel free to get in touch with me should you wish to refer someone or to learn more about my services.Electronics Management - 25 yearsFinancial Planner - Since 2005CFP(R) - Certified Financial Planner (TM) - Since 2009Specialties: Fee-Only Financial Planning, Investment Management, Retirement Planning

Bob Machado's Current Company Details
Desert Business Association

Desert Business Association

View
Owner / CFP(R) Fee-Only Financial Planner
Bob Machado Work Experience Details
  • Desert Business Association
    Treasurer
    Desert Business Association May 2010 - Present
    Palm Springs, Ca, Us
    Member of the Executive Board
    View
  • Compass Rose Financial Planning
    Cfp(R) Owner / Financial Planner
    Compass Rose Financial Planning Mar 2007 - Present
    Palm Springs, Ca, Us
    Fee-Only Financial Planning, Investment Management, Retirement Planning
    View
  • San Diego Napfa Study Group
    Study Group Leader
    San Diego Napfa Study Group Jun 2009 - Jun 2012
    Regional Chair, Coordinated quarterly educational seminars
  • Palm Springs Business Network
    Business Member
    Palm Springs Business Network 2010 - 2011
    Member
  • Golden Rainbow Senior Center
    Treasurer
    Golden Rainbow Senior Center 2007 - 2010
    Treasurer
  • Desert Estate Planning Council
    Cfp (R) Financial Planner
    Desert Estate Planning Council 2006 - 2010
    Member
  • Yerba Buena Financial Partners, Llc
    Financial Advisor
    Yerba Buena Financial Partners, Llc Feb 2006 - Jun 2006
    Financial Planner
  • Ameriprise Financial Advisors
    Financial Advisor
    Ameriprise Financial Advisors Jun 2005 - Feb 2006
    Financial Planner
  • Intel Corporation
    Human Resources Development
    Intel Corporation Jan 1991 - Mar 2004
    Santa Clara, California, Us
    HR Representative
    View
  • Micro Mask, Inc
    Production Control Manager
    Micro Mask, Inc 1978 - 1980
    Manufacturing Production Control

Bob Machado Skills

Asset Management Financial Planning Investments Asset Allocation Investment Advisory Insurance Planning Estate Planning Retirement Planning 401k Retirement Wealth Management Mutual Funds Long Term Care Portfolio Management Ira's Long Term Care Financial Planners Certified Financial Planner Personal Finance Iras Strategic Financial Planning Investment Management

Bob Machado Education Details

  • Golden Gate University
    Golden Gate University
    Financial Planning
  • Golden Gate University
    Golden Gate University
    High Technology Management
  • United States Military Academy At West Point
    United States Military Academy At West Point
    Mechanical Engineering

Frequently Asked Questions about Bob Machado

What company does Bob Machado work for?

Bob Machado works for Desert Business Association

What is Bob Machado's role at the current company?

Bob Machado's current role is Owner / CFP(R) Fee-Only Financial Planner.

What is Bob Machado's email address?

Bob Machado's email address is bo****@****efp.com

What is Bob Machado's direct phone number?

Bob Machado's direct phone number is +165027*****

What schools did Bob Machado attend?

Bob Machado attended Golden Gate University, Golden Gate University, United States Military Academy At West Point.

What are some of Bob Machado's interests?

Bob Machado has interest in Reading, Music, Movies, Electronics.

What skills is Bob Machado known for?

Bob Machado has skills like Asset Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Insurance Planning, Estate Planning, Retirement Planning, 401k, Retirement, Wealth Management, Mutual Funds.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.