Verified recordFinancial Services

Oscar MacHado

Founder at Kuma Financial Group

Based in Atlanta, United States

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Seniority

C-Team

Department

General Business & Management

Location

Atlanta

Industry

Financial Services

Company size

1

Contact information

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Email

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o•••••••@kumafinancial.com

Phone

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Background

About Oscar MacHado

With over a decade of experience as a Securities Investment Specialist, I bring a wealth ofexpertise to the table. My career has been dedicated to helping individuals and familiesshape their financial futures in a dynamic financial landscape.My approach centers on trust, transparency, and open communication with clients. I'veguided them through market ups and downs, creating customized financial solutions thatalign with their unique goals, risk tolerances, and long-term objectives.My expertise covers a wide range of financial areas, including investment management,retirement planning, tax optimization, estate structuring, and risk management. I leveragemy deep knowledge and understanding of market intricacies to craft strategies thatempower clients to make informed financial decisions.I'm committed to lifelong learning and staying up-to-date with industry trends. I believe inequipping clients with the knowledge they need to make wise financial choices andfostering a partnership built on shared success.Throughout my career, I've seen the transformative power of sound planning. Whether it'sguiding young professionals on their investment journey, helping families pursue theirdreams, or assisting retirees in preserving their wealth, I'm passionate about making apositive impact on the lives of those I serve.I invite you to connect with me and embark on a journey where my decade of experienceand wisdom can light the way to financial prosperity and confidence. Together, we can turnyour aspirations into tangible, lasting realities.Securities offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Supervisory address: 2300 Windy Ridge Pkwy SE Suite 150-SAtlanta, GA 30339 770-818-0700I am licensed to sell insurance in: Georgia, Alabama, California, Colorado, Connecticut, Florida, Illinois, Indiana, Maryland, New Jersey, North Carolina, Ohio, Oregon, Virginia, Washington and Texas.I am registered to sell securities in: CA, CO, CT, FL, GA, MD, NC, OH, OR CA Insurance Lic. 4274927, domiciled in GACetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

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Oscar MacHado Email & Phone Number @ Kuma Financial Group | Kipplo Discover