Mobile Phone: 203-524-4915
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