Andrew Michael Machata, Cfp®

Andrew Michael Machata, Cfp® Email and Phone Number

Wealth Advisor, Managing Member, Founder @ Semper Wealth Management LLC
Oviedo, FL, US
Andrew Michael Machata, Cfp®'s Location
Oviedo, Florida, United States, United States
Andrew Michael Machata, Cfp®'s Contact Details

Andrew Michael Machata, Cfp® work email

Andrew Michael Machata, Cfp® personal email

About Andrew Michael Machata, Cfp®

Mike is a Wealth Advisor, Managing Member, and Founder of Semper Wealth Management LLC, a firm that provides financial planning, investment management, and retirement plan consulting services to individuals, families, and businesses. He has over 15 years of experience in the financial services industry, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the highest standard of excellence and ethics in the profession.Mike's mission is to help his clients build wealth and plan their success, using his expertise in global tactical asset allocation, securities analysis, portfolio optimization, and retirement planning. He is also a Marine and Purple Heart (awarded for wounds received in action) veteran. Mike leverages his military background and values to deliver disciplined, trustworthy, and personalized advice to his clients.

Andrew Michael Machata, Cfp®'s Current Company Details
Semper Wealth Management LLC

Semper Wealth Management Llc

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Wealth Advisor, Managing Member, Founder
Oviedo, FL, US
Employees:
1
Andrew Michael Machata, Cfp® Work Experience Details
  • Semper Wealth Management Llc
    Wealth Advisor, Managing Member, Founder
    Semper Wealth Management Llc
    Oviedo, Fl, Us
  • Storykids Ai
    Founder, Chief Storyteller
    Storykids Ai Oct 2024 - Present
    StoryKids AI is dedicated to fostering a lifelong love of reading in children of all abilities. Through personalized, AI-generated stories tailored to each child’s reading level and interests, we make reading fun and engaging. Our app includes interactive features and games that help all children enjoy stories, while offering special tools designed to support those with learning disabilities, such as dyslexia. With real-time coaching and accessible design, StoryKids AI empowers every child to unlock the joy of reading.
  • Thoughtsense Ai
    Founder, Ceo
    Thoughtsense Ai Sep 2024 - Present
    As the Founder and CEO of ThoughtSense AI, our vision is that ThoughtSense AI will initially be a cutting-edge AI company specializing in distributed artificial intelligence for mission-critical applications in the defense and government sectors. ThoughtSense AI integrates on-device intelligence with cloud-based capabilities, enabling real-time adaptability in environments where devices are alternately connected and disconnected from the cloud.Leveraging advancements in neuromorphic computing and energy-efficient processors, our AI systems will function autonomously in austere environments, ensuring resilient and secure decision-making. ThoughtSense AI is positioned to transform sectors like defense, aerospace, and autonomous systems through AI that mirrors the human brain’s ability to learn, adapt, and make intelligent decisions with minimal power consumption.With over 15 years of experience in financial planning, investment advice, and a background as a Marine Corps and Purple Heart veteran, I bring a unique perspective in leading ThoughtSense AI’s mission to revolutionize AI solutions for both government and commercial markets. Our vision is to create AI systems that enhance both security and performance, driving innovation in environments where real-time intelligence is critical.
  • Vestergy Llc
    Editor In Chief
    Vestergy Llc Feb 2024 - Present
    As the founding Editor-in-Chief of Vestergy LLC, I spearhead our mission to illuminate the intersection of finance, technology, and artificial intelligence, delivering premium insights that empower investors and professionals to navigate the complexities of the modern financial landscape with confidence and foresight.In my role, I am responsible for:Curating High-Quality Content: Crafting and overseeing the production of compelling, research-driven content that demystifies AI and investment strategies, ensuring our readers have access to the latest trends, analysis, and actionable advice.Strategic Vision: Setting the editorial direction and tone of Vestergy, aligning content with our core mission to merge financial acumen with technological innovation, and tailoring it to the needs and interests of our sophisticated audience.Industry Engagement: Building and nurturing relationships with thought leaders, experts, and innovators across finance and tech sectors to bring diverse, authoritative voices to our platform.Audience Development: Engaging with our community to understand their needs and feedback, driving the evolution of Vestergy to serve as a pivotal resource in their personal and professional growth.Innovation Advocacy: Championing the adoption of AI and cutting-edge technologies in investment practices, highlighting ethical, sustainable approaches to wealth management and growth.At Vestergy, we're not just reporting on the future of finance—we're helping shape it, providing our readers with the insights and tools they need to thrive in an ever-evolving economic environment.
  • Semper Wealth Management Llc
    Wealth Advisor, Managing Member, Founder
    Semper Wealth Management Llc Oct 2019 - Present
    Oviedo, Florida, Us
    Financial Planning, Investment Management, Retirement Plan Consulting
  • Ucf Data Analytics And Visualization Boot Camp
    Student
    Ucf Data Analytics And Visualization Boot Camp Jan 2019 - Aug 2019
    UCF Data Analytics and Visualization Boot Camp
  • Charles Schwab
    Private Client Advisor
    Charles Schwab Feb 2015 - Jan 2019
    Westlake, Texas, Us
  • E*Trade Financial
    Financial Consultant
    E*Trade Financial Nov 2012 - Feb 2015
    Us
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management May 2011 - Nov 2012
    Zurich, Ch
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Aug 2008 - May 2011
    New York, Ny, Us
  • Defense Contract Management Agency
    Contract Administrator
    Defense Contract Management Agency Sep 2007 - Jul 2008
    Fort Gregg-Adams, Virginia, Us
  • United States Marine Corps
    Corporal
    United States Marine Corps May 2002 - May 2008
    Washington, Dc, Us

Andrew Michael Machata, Cfp® Skills

Estate Planning Cfa Level Iii Candidiate Portfolio Optimization Scikit Learn Bonds Defined Contribution Insurance Stock Market Retirement Planning Valuation Microsoft Powerpoint Portfolio Management Financial Modeling Data Analysis Managerial Finance Iras Investments Data Analytics Finance 401k Series 66 Investment Advisory Asset Allocation Roth Ira Wealth Management Mutual Funds Equity Research Strategic Financial Planning Microsoft Office Microsoft Access Microsoft Word Qualified Retirement Plans Microsoft Excel Asset Management Options Strategies Javascript Defined Benefit Financial Analysis Holistic Financial Planning Personal Financial Planning Python Small Business 401k Rollovers Municipal Bonds Machine Learning Global Tactical Asset Allocation Options Series 7 Hedging Securities

Andrew Michael Machata, Cfp® Education Details

  • University Of Central Florida
    University Of Central Florida
    Business Economics
  • International Baccalaureate School At Bartow High School
    International Baccalaureate School At Bartow High School
    International Baccalaureate Diploma

Frequently Asked Questions about Andrew Michael Machata, Cfp®

What company does Andrew Michael Machata, Cfp® work for?

Andrew Michael Machata, Cfp® works for Semper Wealth Management Llc

What is Andrew Michael Machata, Cfp®'s role at the current company?

Andrew Michael Machata, Cfp®'s current role is Wealth Advisor, Managing Member, Founder.

What is Andrew Michael Machata, Cfp®'s email address?

Andrew Michael Machata, Cfp®'s email address is ma****@****hoo.com

What schools did Andrew Michael Machata, Cfp® attend?

Andrew Michael Machata, Cfp® attended University Of Central Florida, International Baccalaureate School At Bartow High School.

What are some of Andrew Michael Machata, Cfp®'s interests?

Andrew Michael Machata, Cfp® has interest in Hunting, Water Skiing, Fishing, Reading.

What skills is Andrew Michael Machata, Cfp® known for?

Andrew Michael Machata, Cfp® has skills like Estate Planning, Cfa Level Iii Candidiate, Portfolio Optimization, Scikit Learn, Bonds, Defined Contribution, Insurance, Stock Market, Retirement Planning, Valuation, Microsoft Powerpoint, Portfolio Management.

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