Cesar Macedo

Cesar Macedo (born March 12, 1972, grew up in Guadalajara, Mexico) is the CEO, President, and Chairman of Prepaid Financial Services, one of the few firms in the United States offering their professional services with a prepaid method. On July, 2007 LPL Financial confirmed that Cesar Macedo would be opening a new branch in the city of Downey, California. .
Early life and financial career
Macedo is a graduate of UCSC, where he earned a bachelor of arts degree in economics. He is also a graduate of the Master of Business Administration program at California State University, Long Beach.
He joined Wells Fargo Bank as a banking center manager in 1996. As a banking center manager, Cesar was in charge of the branch office of the bank. As a branch manager is responsible for all of the functions of a branch office, like hiring employees, approving loans and lines of credit, marketing the branch, building a rapport with the community in order to attract business and assisting customers with account problems. Cesar Macedo was also responsible for making sure that the branch's goals and objectives are met in a timely fashion.
In October 1998, Cesar Macedo was hired by WaMu as a financial advisor. As a financial advisor, Macedo counsel clients on investment opportunities, consonant with the latter’s needs, goals and tolerance for risk. The job required keeping abreast of the financial markets, constantly monitoring the specific investments in clients’ portfolios, and being on top of new investment strategies and investment vehicles. Financial advisors must be confident about decision-making under uncertainty and under extreme time pressure, have excellent people and communication skills, and know how to deal with failure and with dissatisfied clients.
In July 2007, Macedo opened his own LPL Financial office as the branch manager. LPL is currently the largest organization of independent financial advisors. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Now working as an indenpendent financial advisor, Macedo was able to create the corporation Prepaid Financial Services.
Chief Executive Officer
Macedo became CEO, President and Chairman of Prepaid Financial Services after the creation of such Corporation 2009.
Recognition
* America’s Top Financial Advisors in 2005, 2006-2009 by the Consumers Research Council of America. In the same year, he was honored as Top Chief Executive Officer, according to Prepaid Financial Services.
* Certified Financial Planner
* Chartered Life Underwriter
* Life Insurance License
* FINRA series 7, 24, 63,66
Finance Philosophy
During the financial crisis of 2008, he was able to make profit by including the Ultrashort ETFs into his portfolios. Macedo, as Peter Schiff, feels that the imbalance between the amount of goods the U.S. consumes and what it produces will eventually lead to problems for the U.S. economy.
Accomplishments
* MBA from , CA (2007)
* Certificate, Personal Financial Planning, University of California, Irvine (2004)
* B.A. in Economics, (1996)
Memberships/ Honors
* Society of Financial Service Professionals
* Financial Planning Association Member
* American Asociation of Individual Investors Member
* Santa Fe Springs Chamber of Commerce Member
* Downey Chamber of Commerce Member
 
< Prev   Next >