Financial Services Specialist
David W Machacek is a Financial Services Specialist with Independent Capital Management. As an Investment Adviser Representative and Registered Representative, David helps you create and implement a financial plan designed for your unique needs and objectives. As a CA insurance licensed Life and Health Agent, David helps individuals and families protect their assets and plan their legacy.
David specializes in financial planning strategies for individuals, families, small businesses, and not-for-profit organizations. He helps individuals and families create personalized strategic plans that balance short-term (education, vacation, home ownership) and long-term (retirement, estate creation, philanthropic giving) financial goals. He offers guidance to small businesses and entrepreneurs on employee benefits solutions, retirement plans, rewarding key employees, and helping to maximize tax advantages. David assists not-for-profit organizations design benefit plans to attract and retain great employees.
Prior to his career in financial services, David was an educator and not-for-profit leader. He earned a Ph.D. in Religious Studies from the University of California Santa Barbara in 1998 and has taught at UCSB, UC Riverside, and Trinity College in Hartford, CT. His research on religious diversity in the U.S. has appeared in numerous books and academic journals. In 2005, he joined Humanity in Action where he developed and led an international educational program on diversity and minority issues in the United States for emerging civic leaders. He served as Chief Operating Officer of Humanity in Action from 2007-2009.
David is avid reader with a passion for authors from the American West. He also enjoys walking, cooking, and fine woodworking.
770 Paseo Camarillo, Suite 130
Camarillo, CA 93010
Securities and Investment Advisory offered through SagePoint Financial, Inc., member FINRA / SIPC and a registered investment advisor. Fixed and traditional insurance services offered through Independent Capital Management, which is not affiliated with SagePoint Financial, Inc. Series 7 and 66 Securities Registrations. CA Insurance License # 0H17890
Insurance License Number: 0795190
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.