Atlanta Area Certified Finanancial Planner (CFP), Carl J. Macko, presides as president and founding principal of Synergy Capital Management, LLC. Prior to assisting individuals, families and small businesses with their financial planning and investment management needs at Synergy Capital, Mr. Macko served in the position of Investment and Mutual Fund Advisor with the BMO Financial Group. In this position he was licensed to provide investment recommendations on security, income, growth and aggressive growth investments. Mr. Macko provided advice with respect to planning for retirement, retirement income planning, educational planning and non-registered investments. He also assisted clients regarding suitable term deposits including Guaranteed Investment Certificates (GICs), interest rate products, stock market linked certificates and variable rate products.
Mr. Macko has successfully completed the educational requirement set forth by the Certified Financial Planner (CFP ® ) Board of Standards. He has completed the rigorous Certified Financial Planner (CFP ® ) program offered through the College of Financial Planning in Denver, Colorado.
Mr. Macko has also completed Level 2 of the Chartered Financial Analyst (CFA) program offered through the CFA ® Institute in Charlottesville, Virginia. The CFA designation is a globally recognized standard for measuring the competence and integrity of investment professionals and is a signature of investment excellence within the global investment community. Carl will be sitting for Level 3 of the CFA program in June of 2016.
Mr. Macko holds a Bachelor of Commerce (BComm) from the University of Guelph (Canada) where he was awarded the OAC Alumni Entrance Scholarship. He also obtained a Master’s Degree in Business Administration (MBA) from the Mays Graduate School of Business at Texas A&M University where he was awarded a Graduate Merit Scholarship and served as MBA Treasurer.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Investment Advisor in the State of Georgia.
In his spare time Carl enjoys spending time with his 5-year old son Matteo, playing golf, working out, travelling, reading and watching Detroit Lions and Texas A&M Aggie football and Atlanta Hawks basketball. He is a parishioner at the Cathedral of Christ the King in Atlanta.
How can Synergy help you? Read about what makes Synergy different from other financial planners.