Marie Machado, CIM, CFP®, R.F.P., CFDS
Private Wealth Advisor, Financial Planner
Marie has been part of our financial planning team at CWB Wealth for 35 years, providing comprehensive financial planning and wealth management solutions for high-net-worth individuals. She joined us in 1987 and has always been a strong contributor to the success of our firm.
Over the years, Marie has witnessed the transformation in personal financial planning and a proliferation of investment options now available. As clients’ financial affairs increase in complexity and investments take on a growing importance, Marie takes pride in explaining these complicated matters to ensure her clients are comfortable with every aspect of their plan. Her attention to detail is in a class of its own, and is apparent in the services she provides to her clients.
Marie is a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Registered Financial Planner (RFP), and Chartered Financial Divorce Specialist (CFDS), but she will tell you that her greatest achievement and what she values most are the relationships she’s built with her clients over the years.