Robert Machado
Compass Rose Financial Planning & Investment Management
Financial Advisor
Robert Machado
Compass Rose Financial Planning & Investment Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Machado
Fee-Only financial planner located in Palm Springs, CA, serving clients locally and across the country
Meet Robert Machado
Robert Machado is a Palm Springs, CA fee-only financial planner. Compass Rose Financial Planning & Investment Management provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Robert Machado is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Robert Machado is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
-
Robert Machado is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Robert Machado
Office Locations:
-
333 North Palm Canyon Drive
Palm Springs, CA 92262
