Michael Macco, Cfp®, Cima® Email and Phone Number
Michael Macco, Cfp®, Cima® work email
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Michael Macco, Cfp®, Cima® personal email
Michael Macco, Cfp®, Cima® phone numbers
I began my career in financial services in 1998 at the recommendation of my high school guidance counselor. While I expressed interest in becoming an auto mechanic (I still like to work on my cars), she suggested I pursue the Wisconsin Financial Youth Apprenticeship program. It was good advice. I went on to spend seven years in retail and commercial banking specializing in corporate & municipal cash management. And in 2008, I joined my father, John, at Macco Financial Group, as a financial advisor.My wife and I had our first child in 2011. At that time, my wife was working full-time outside the home. I knew her desire was to be home with our daughter, but with paying off various debts, our budget wouldn’t allow it. One night in a men’s study group, I was hit by the reality that it was our spending choices that kept my wife in the workforce and away from our home where she longed to be. I quickly hashed out a budget to cut spending and savings and attack our debt with gazelle-like intensity. That night I went home with a plan to adjust our budget so my wife could be home before our daughter turned 2 years old. She cried. Why? Because we were taking control of our money to bend it to the vision we had for our life and align it with our values. And have continued to do that through all the twists and turns that life has thrown at us. Not with perfection, but certainly with persistence.It is this journey that my wife and I have been on in our own lives that drives me in my work with our clients. It’s about helping people balance their time and money between important goals that are often in conflict with one another. It’s about helping people maintain focus on the long-term all while celebrating the victories in life like marriages, births, new businesses, and retirement and walking with people through difficulties like divorce, death, and other setbacks. It’s about being there for people in the face of strong emotions regarding markets, politics, social concerns, and everything else we see in the news. Frankly, it’s harder than I thought. But it’s also very honest and real, and an honor that I take very seriously.Beth and I have been married since 2004. Together, we now have four children, Hazel, Ethan, Jasper, and Matilda. When I am not in the office, I enjoy travel, engaging with our church community, spending time with my family, riding my Harley, and learning new things. Oh, and occasionally serving up pizza & ice cream cones at an ice cream shop and mini golf course that I co-own.
Macco Financial Group, Inc.
View- Website:
- maccofinancial.com
- Employees:
- 8
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Macco Financial Group, Inc.Green Bay, Wisconsin -
Member, Raymond James Nextgentechnology CouncilRaymond James Feb 2024 - PresentSt. Petersburg, Florida, UsThe Raymond James NextGen Technology Council is an invitation-only group of advisors across Raymond James who influence the development of technology tools. The goal of the council is to ensure the firm is building industry-leading technology from the mindset of our own advisors and is committed to providing easy-to-use, flexible and forward-thinking solutions. #techthatconnects -
Branch ManagerRaymond James May 2016 - PresentSt. Petersburg, Florida, Us -
PresidentMacco Financial Group, Inc. May 2013 - PresentGreen Bay, Wi, UsAs a member of Raymond James' Institute of Investment Management Consulting, I work with individuals, business owners and high net-worth clients in developing specialized financial, retirement and estate plans.The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Macco Financial Group Inc is not a registered broker/dealer and is independent of Raymond James Financial Services. -
Vice PresidentMacco Financial Group, Inc. Jun 2008 - Apr 2013Green Bay, Wi, Us -
AssociateMacco Financial Group, Inc. Jan 2008 - May 2008Green Bay, Wi, Us -
Corporate & Municipal Cash ManagementSuburban Bank & Trust Co. Mar 2006 - Jan 2008Cash manager focused on streamlining and increasing cash flow, interest income, collection of receivables and depository solutions. - Worked primarily with small to medium sized businesses and municipalities.
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Personal BankerSuburbank Bank & Trust, Co. Apr 2005 - Mar 2006
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Purchasing & Pc Support Mgr.Ozinga Jun 2004 - Mar 2005Mokena, Il, Us
Michael Macco, Cfp®, Cima® Skills
Michael Macco, Cfp®, Cima® Education Details
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University Of Chicago Booth School Of Business Executive EducationInvestment Management -
Raymond JamesInstitute Of Investment Management Consulting -
Trinity Christian CollegeInformation Systems -
De Pere High School
Frequently Asked Questions about Michael Macco, Cfp®, Cima®
What company does Michael Macco, Cfp®, Cima® work for?
Michael Macco, Cfp®, Cima® works for Macco Financial Group, Inc.
What is Michael Macco, Cfp®, Cima®'s role at the current company?
Michael Macco, Cfp®, Cima®'s current role is President, Macco Financial Group, Inc..
What is Michael Macco, Cfp®, Cima®'s email address?
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Michael Macco, Cfp®, Cima®'s direct phone number is +141468*****
What schools did Michael Macco, Cfp®, Cima® attend?
Michael Macco, Cfp®, Cima® attended University Of Chicago Booth School Of Business Executive Education, Raymond James, Trinity Christian College, De Pere High School.
What are some of Michael Macco, Cfp®, Cima®'s interests?
Michael Macco, Cfp®, Cima® has interest in Football, Cooking, Economic Empowerment, Politics, Technology, Snow Skiing, Economics, Church, Camping, Poverty Alleviation.
What skills is Michael Macco, Cfp®, Cima® known for?
Michael Macco, Cfp®, Cima® has skills like Series 7, Series 66, Series 9, Series 10, Wi Life Insurance License, Institute Of Investment Management Consulting, Life Insurance, Management Consulting, Uniform Combined State Law, Retirement Planning, Financial Advisory, Risk Management.
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Michael Macco, Cfp®, Cima®'s colleagues are Stacie Kohn, Andrew Froelich, Cfp®, Cima®, Morgan Cain, Ryan Robillard, Autumn Walsh.
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