Bob MacHado Email & Phone Number
Treasurer @ Desert Business Association
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Bob MacHado Location
- Rancho Mirage, CA, US
Bob MacHado Work
- 2010 -now Treasurer @
- 2007 -now CFP(R) Owner and Financial Planner @
- 2009 -2012 Study Group Leader @ San Diego NAPFA Study Group
- 2010 -2011 Business Member @ Palm Springs Business Network
- 2007 -2010 Treasurer @ Golden Rainbow Senior Center
- 2006 -2010 CFP (R) Financial Planner @ Desert Estate Planning Council
- 2006 -2006 Financial Advisor @ Yerba Buena Financial Partners, LLC
- 2005 -2006 Financial Advisor @ Ameriprise Financial Advisors
- 1991 -2004 Human Resources Development @
- 1978 -1980 Production Control Manager @ Micro Mask, Inc
Bob MacHado Education
- Golden Gate University
MS (Financial Planning)
2002-2006 - Golden Gate University
MBA (High Technology Management)
1987-1991 - United States Military Academy at West Point
BS (Mechanical Engineering)
1969-1973
Bob MacHado Skills
- Certified Financial Planner
- Financial Planners
- Wealth Management
- Asset Management
- Insurance Planning
- Mutual Funds
- Microsoft Excel
- Retirement Planning
- Personal Finance
- Financial Planning
- Investment Advisory
- Retirement
- Sales
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Estate Planning
- Project Planning
- Long Term Care
- 401k
- Investments
- IRA's
- Investment Management
- IRAs
Bob MacHado Summary
- Bob MacHado, based in Rancho Mirage, CA, US, is currently a Treasurer at Desert Business Association. Bob MacHado brings experience from previous roles at Compass Rose Financial Planning, San Diego NAPFA Study Group, Palm Springs Business Network and Golden Rainbow Senior Center. Bob MacHado holds a 2002 - 2006 MS in Financial Planning @ Golden Gate University. With a robust skill set that includes Certified Financial Planner, Financial Planners, Wealth Management, Asset Management, Insurance Planning and more. Bob MacHado has 1 emails and 1 mobile phone numbers on RocketReach.
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