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.
Matthew Masin
Associate Wealth Advisor
Strategic Wealth Advisors LLC
United States, Arizona, Scottsdale
About Me
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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