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Degrees
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MBA,BS,CLU
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My Expert Service
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Being a financial planner includes the important tenant of 'solving client needs,' listening and applying my money management expertise to assist my clients in meeting their individual goals. I work with individuals, companies and professionals in all fields. My clients are spread from Hawaii to Europe, and I have narrowed my clients down to having a net worth of $250,000 exclusive of their home. Being independant and working through my Broker Dealer Pacific West Financial, I am able to charge fees or work on commissions as a Registered Investment representative (RIA)I work with securities,life and health insurance as well as long term care
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Experience & Qualifications
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Series 7 registered, can work in all states,CLU Life, Health, Disability Income and Long Term Care. I use a wide variety of investments including stocks, bonds
mutual funds and Variable Annuities as well as limited partnerships in real estate
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Available Modes Of Communication
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email/chat
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Contact
Richard Matoff
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