CoverProfile

Matthew Masin

Associate Wealth Advisor

Strategic Wealth Advisors LLC

United States, Arizona, Scottsdale

About Me

Prior to joining Strategic Wealth Advisors, Matt worked for Vanguard in a variety of different client-facing roles including handling account transfers and working with clients to discuss their financial goals and dreams. While at Vanguard, he became interested in financial planning to further enhance his conversations with clients. In the Summer of 2020, he met the requirements to become a CERTIFIED FINANCIAL PLANNERTM professional. Matt is passionate about giving clients the best chance at financial success.

Profile Information

Associate Wealth Advisor

Strategic Wealth Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

Jan 14, 2025

Work Experience

Strategic Wealth Advisors LLC

Associate Wealth Advisor
Jul 2021 - Present
Email: matt@xpertadvice.com

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