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Matthew Haefner, Cfp® Email & Phone Number

Partner at Monograph at Monograph Wealth
Location: El Segundo, California, United States 6 work roles 2 schools
1 work email found @monographwealth.com 1 phone found area 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@monographwealth.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Monograph Wealth
Role
Partner at Monograph
Location
El Segundo, California, United States
Company size
7 employees

Who is Matthew Haefner, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Matthew Haefner, Cfp® is listed as Partner at Monograph at Monograph Wealth, a company with 7 employees, based in El Segundo, California, United States. AeroLeads shows a work email signal at monographwealth.com, phone signal with area code 800, and a matched LinkedIn profile for Matthew Haefner, Cfp®.

Matthew Haefner, Cfp® previously worked as Partner at Monograph Wealth and Senior Advisor at Monograph Wealth. Matthew Haefner, Cfp® holds Mba, Finance & Valuation from University Of Southern California - Marshall School Of Business.

Company email context

Email format at Monograph Wealth

This section adds company-level context without repeating Matthew Haefner, Cfp®'s masked contact details.

*@monographwealth.com
71% confidence

AeroLeads found 1 current-domain work email signal for Matthew Haefner, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Matthew Haefner, Cfp®

Monograph Wealth Advisors provides investment & wealth planning services to families with multigenerational wealth via a virtual family office model & client experience. Our proprietary planning process incorporates our clients' entire financial structure, enhances their understanding & control, and provides a framework to make optimal financial, investment, tax & wealth transfer decisions across the balance sheet and through generations. We coordinate & partner with tax, estate, finance, legal, and philanthropic specialists to ensure optimal outcomes for clients and their families.

Listed skills include New Business Development, Wealth Management, Estate Planning, Investment Management, and 19 others.

Current workplace

Matthew Haefner, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Monograph Wealth
Monograph Wealth
Partner at Monograph
el segundo, california, united states
Website
monographwealth.com
Employees
7
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Company profile
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6 roles

Matthew Haefner, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner

Current
Monograph Wealth

El Segundo, California, United States

Jul 2022 - Present

Private Wealth Relationship Manager

Credit Suisse

Los Angeles

Jun 2010 - Oct 2012

Producing Broker

The Sullivan Group

Los Angeles

Sep 2005 - May 2009
Team & coworkers

Colleagues at Monograph Wealth

Other employees you can reach at monographwealth.com. View company contacts for 7 employees →

KR Katherine Rosenberg Katherine Rosenberg Colleague at Monograph WealthLos Angeles Metropolitan Area, United States View → WM Will Martinet Will Martinet Colleague at Monograph WealthLos Angeles Metropolitan Area, United States View → BK Bradley Klahn Bradley Klahn Colleague at Monograph WealthLos Angeles, California, United States, United States View → TL Tyler Laferriere Tyler Laferriere Colleague at Monograph WealthLos Angeles, California, United States, United States View → CR Cynthia Rogers Cynthia Rogers Colleague at Monograph WealthManhattan Beach, California, United States, United States View → AS Annie S. Annie S. Colleague at Monograph WealthLos Angeles, California, United States, United States View → CL Coco Lorenzo, Cfp® Coco Lorenzo, Cfp® Colleague at Monograph WealthLos Angeles Metropolitan Area, United States View → AY Alex Yaftali, Cfa Alex Yaftali, Cfa Colleague at Monograph WealthLos Angeles, California, United States, United States View →
2 education records

Matthew Haefner, Cfp® education

Bachelors Of Arts

University Of Pennsylvania

Activities and Societies: Men's Varsity Soccer - Goalkeeper, Sigma Chi Fraternity, Friars Senior Honor Society 2002 Men's Division I.

FAQ

Frequently asked questions about Matthew Haefner, Cfp®

Quick answers generated from the profile data available on this page.

What company does Matthew Haefner, Cfp® work for?

Matthew Haefner, Cfp® works for Monograph Wealth.

What is Matthew Haefner, Cfp®'s role at Monograph Wealth?

Matthew Haefner, Cfp® is listed as Partner at Monograph at Monograph Wealth.

What is Matthew Haefner, Cfp®'s email address?

AeroLeads has found 1 work email signal at @monographwealth.com for Matthew Haefner, Cfp® at Monograph Wealth.

What is Matthew Haefner, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Matthew Haefner, Cfp® at Monograph Wealth.

Where is Matthew Haefner, Cfp® based?

Matthew Haefner, Cfp® is based in El Segundo, California, United States while working with Monograph Wealth.

What companies has Matthew Haefner, Cfp® worked for?

Matthew Haefner, Cfp® has worked for Monograph Wealth, Oakwood Capital Management, Llc, Credit Suisse, The Sullivan Group, and Marsh & Mclennan Companies, Inc..

Who are Matthew Haefner, Cfp®'s colleagues at Monograph Wealth?

Matthew Haefner, Cfp®'s colleagues at Monograph Wealth include Katherine Rosenberg, Will Martinet, Bradley Klahn, Tyler Laferriere, and Cynthia Rogers.

How can I contact Matthew Haefner, Cfp®?

You can use AeroLeads to view verified contact signals for Matthew Haefner, Cfp® at Monograph Wealth, including work email, phone, and LinkedIn data when available.

What schools did Matthew Haefner, Cfp® attend?

Matthew Haefner, Cfp® holds Mba, Finance & Valuation from University Of Southern California - Marshall School Of Business.

What skills is Matthew Haefner, Cfp® known for?

Matthew Haefner, Cfp® is listed with skills including New Business Development, Wealth Management, Estate Planning, Investment Management, Asset Managment, Global Tactical Asset Allocation, Equities, and Municipal Bonds.

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