David Machacek

David W Machacek

DMachacek@SagePointAdvisor.com

David W Machacek specializes in helping successful professionals and business owners plan for retirement. He guides young professionals on asset allocation strategies for long-term growth and near-term security. For clients who are nearing or in retirement, he advises on ways to coordinate Social Security, Pension Income, and personal savings and investments to maximize the odds of a successful retirement plan.

David joined the Camarillo team of Independent Capital Management in 2010. He launched the Santa Barbara office in 2013, and is working hard to build the company's local reputation for integrity, prudence and professional, personal service.

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 and inspirational program on diversity and minority issues in the U.S. for emerging civic leaders. He served as the organization's chief operating officer from 2007 to 2009.