Robert  Machado

Robert Machado

| CFP®, MBA, MSFP

Compass Rose Financial Planning

Fee Only Financial Planner Located in Rancho Mirage, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

5 San Marino Circle
Rancho Mirage, CA 92270-1910

Robert Machado is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Robert Machado is a Fee Only Financial planner in Rancho Mirage, CA. Robert Machado is a NAPFA-Registered Financial Advisor.

A Certified Financial Planner, Bob received his Master of Science degree in Financial Planning and his MBA in Management from Golden Gate University in San Francisco, and his bachelor’s degree from the United States Military Academy, West Point, NY. Upon leaving the military, Bob began his financial planning career while working at Intel Corp, and also worked for IDS Life Insurance Co., American Express Financial Advisors, and LPL Financial, prior to opening Compass Rose Financial Planning in 2007.

Bob is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Treasurer of the Desert Business Association, and the Rancho Mirage Chamber of Commerce.

Bob is also a member of “Ask the Experts”, a six-member panel of experts that presents pro bono Long-Term Planning Seminars throughout the Coachella Valley