Matthew Ricks, Mba, Cfp®

Matthew Ricks, Mba, Cfp® Email and Phone Number

Adjunct Instructor @ NYU School of Professional Studies
Syosset, NY, US
Matthew Ricks, Mba, Cfp®'s Location
Syosset, New York, United States, United States
Matthew Ricks, Mba, Cfp®'s Contact Details
About Matthew Ricks, Mba, Cfp®

I'm Matt - the President of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who focuses on the disabled community, I have found the perfect way to merge financial planning with my passion for serving others. I am a CERTIFIED FINANCIAL PLANNER™️ professional and fiduciary that operates on a fee-only basis.I currently live on Long Island with my wife and our two sons. We enjoy pretending to be dinosaurs, shooting hoops, and having silly dance parties. When not spending time with my family or running Haystack, you may find me walking one of the local golf courses, tapping a beat with my fingers (I'm a recovering drummer), searching for the perfect grilled cheese, or contemplating my next home improvement project.

Matthew Ricks, Mba, Cfp®'s Current Company Details
NYU School of Professional Studies

Nyu School Of Professional Studies

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Adjunct Instructor
Syosset, NY, US
Matthew Ricks, Mba, Cfp® Work Experience Details
  • Nyu School Of Professional Studies
    Adjunct Instructor
    Nyu School Of Professional Studies
    Syosset, Ny, Us
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  • Nyu School Of Professional Studies
    Adjunct Instructor
    Nyu School Of Professional Studies Sep 2022 - Present
    New York, Ny, Us
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  • Haystack Financial Planning
    President & Financial Planner
    Haystack Financial Planning Nov 2020 - Present
    Haystack Financial Planning is focused on serving the disabled community. We take a comprehensive view of clients' financial life to create a sense of security that allows them to focus more on living the life they want to lead. We are fiduciaries that operate on a fee-only basis.
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  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Oct 2018 - Nov 2020
    Minneapolis, Mn, Us
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  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Mar 2014 - Oct 2018
    St. Louis, Missouri, Us
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  • J.P. Morgan
    Associate Client Portfolio Manager - Global Equities Team
    J.P. Morgan Jul 2010 - Mar 2014
    New York, Ny, Us
    Worked with the portfolio management and sales teams to educate new and existing institutional investors on the various international and global equity products. Some of my tasks included creating custom presentations, performing data analysis, and writing both market and product commentary.
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  • J.P. Morgan
    Associate - Managed Accounts Group
    J.P. Morgan Dec 2009 - Jul 2010
    New York, Ny, Us
    Along with my existing business analyst duties, I was the point of contact between end-users and technology for our in-house work-flow management tool, where I was responsible for generating specifications, writing back-end logic-based decision trees, testing, and implementation.
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  • J.P. Morgan
    Business Analyst - Managed Accounts Group
    J.P. Morgan Mar 2006 - Dec 2009
    New York, Ny, Us
    Among other things, I was solely in charge of generating all reports to track AUM, account activity, and various metrics that defined the growth and success of the business. I was also tasked with creating a model to aid in identifying staffing needs/requirements based on activity levels.
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Matthew Ricks, Mba, Cfp® Skills

Financial Advisory 401 Rollovers Asset Analysis Small Business Planning Valuation Multigenerational Wealth Planning Investments Relationship Management Education Planning Asset Allocation Strategic Planning Financial Services Equities Mutual Funds Business Planning Investment Strategies Asset Management Holistic Financial Planning Investment Planning Options Employee Benefits Securities Hedge Funds

Matthew Ricks, Mba, Cfp® Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Corporate Finance And Financial Instruments & Markets
  • Penn State University
    Penn State University
    Finance

Frequently Asked Questions about Matthew Ricks, Mba, Cfp®

What company does Matthew Ricks, Mba, Cfp® work for?

Matthew Ricks, Mba, Cfp® works for Nyu School Of Professional Studies

What is Matthew Ricks, Mba, Cfp®'s role at the current company?

Matthew Ricks, Mba, Cfp®'s current role is Adjunct Instructor.

What is Matthew Ricks, Mba, Cfp®'s email address?

Matthew Ricks, Mba, Cfp®'s email address is ma****@****ors.com

What is Matthew Ricks, Mba, Cfp®'s direct phone number?

Matthew Ricks, Mba, Cfp®'s direct phone number is +163136*****

What schools did Matthew Ricks, Mba, Cfp® attend?

Matthew Ricks, Mba, Cfp® attended Nyu Stern School Of Business, Penn State University.

What are some of Matthew Ricks, Mba, Cfp®'s interests?

Matthew Ricks, Mba, Cfp® has interest in Children, Arts And Culture, Education, Health.

What skills is Matthew Ricks, Mba, Cfp® known for?

Matthew Ricks, Mba, Cfp® has skills like Financial Advisory, 401 Rollovers, Asset Analysis, Small Business Planning, Valuation, Multigenerational Wealth Planning, Investments, Relationship Management, Education Planning, Asset Allocation, Strategic Planning, Financial Services.

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