Matt Loeffler, Cpa, Pfs, Cfp, Ctfa, Cma Email & Phone Number

Akron, Ohio, United States

I provide holistic planning and investment advisory services to all individuals.

Strongsville, Ohio

We provide cutting edge wealth planning solutions to individuals. Investment management relationships are developed through the creation of a holistic, and objectives based, wealth plan. Our services are tailored for wealth creators from all industries and specialties. Understanding how to align your financial resources with your values is our goal!

Cleveland, Oh

I developed financial, investment and estate plans for high net worth individuals who have complex needs and objectives. I worked with corporate executives, small business owners, farm owners and individual's who have an estate above $3 million. I work with a highly skilled team of professionals who ensure that all investment strategies are executed and all lending needs are met.

Independence, Oh

I developed savings, investment and estate plans for high net worth individuals. My focus was on the "middle class" millionaire and entrepreneurs relative to business succession planning and investment management. I also provided expertise in the areas of income tax analysis, investment management, qualified retirement plan structuring, estate planning and closely held asset valuations. I formulated process and procedures to ensure best practices for developing and implementing financial plans.

Responsible for initiating revenue growth via proposing investment services, estate planning solutions, employee benefit strategies and business succession plans. Serve as the key liaison and prospecting source between BNY Mellon and Western Pennsylvania. Responsible for allocating marketing capital, publishing technical articles on wealth management strategies, conducting professional seminars to various financial intermediaries and increasing brand awareness. Maintain full knowledge of "Know… Show more Responsible for initiating revenue growth via proposing investment services, estate planning solutions, employee benefit strategies and business succession plans. Serve as the key liaison and prospecting source between BNY Mellon and Western Pennsylvania. Responsible for allocating marketing capital, publishing technical articles on wealth management strategies, conducting professional seminars to various financial intermediaries and increasing brand awareness. Maintain full knowledge of "Know Your Customer" requirements and gathering appropriate documentation. Show less

Responsibly managed the budget, compliance issues and customer service standards for the Institutional Trust Division. Provided direct management and leadership to 3 corporate officers and 2 administrative assistants. Oversaw and selected service platforms and strategic partners to deliver institutional trust services. Initiated, developed, and proposed new client relationships while managing comprehensive financial planning solutions for established wealth management clients. Directed the… Show more Responsibly managed the budget, compliance issues and customer service standards for the Institutional Trust Division. Provided direct management and leadership to 3 corporate officers and 2 administrative assistants. Oversaw and selected service platforms and strategic partners to deliver institutional trust services. Initiated, developed, and proposed new client relationships while managing comprehensive financial planning solutions for established wealth management clients. Directed the relationship management for over 100 varied types of institutional and personal wealth management clients with assets totaling approximately $250 million. Key Accomplishments: Institutional Trust Department achieved highest profit margin throughout FNB for 2005.Managed the successful platform conversion for institution's qualified retirement plans. Show less

Reviewed and recommended plan designs for 401(k) / profit sharing plans, employee stock ownership plans, and non-qualified retirement plans for 100 relationships that spanned between Northwest Pennsylvania and Northeast Ohio. Managed approximately $650 million in assets and monitored compliance and service issues for this diverse group of qualified and non-qualified retirement plans. Served as the team leader for creating client service communication material and added to efficiency by… Show more Reviewed and recommended plan designs for 401(k) / profit sharing plans, employee stock ownership plans, and non-qualified retirement plans for 100 relationships that spanned between Northwest Pennsylvania and Northeast Ohio. Managed approximately $650 million in assets and monitored compliance and service issues for this diverse group of qualified and non-qualified retirement plans. Served as the team leader for creating client service communication material and added to efficiency by creating an effective cost allocation system.Key Accomplishments: Selected as 1 of 12 officers to participate in National City's Executive Training ProgramHelped develop and implement several value added client service projects. Show less

Provided investment management services to a diverse clientele while serving in administrative capacities. Created and conducted professional seminars, employee seminars, and new business proposals. Oversaw the Institutional Compliance Review Committee (Reg. 9) for Northwest Pennsylvania. Key Accomplishments:Received two promotions during six year tenure.Was successful in building several key relationships and met revenue goals each year.

Administered various retirement plans, IRAs, trust accounts, and agency accounts. Developed and implemented internal control procedures, employee communication programs, and new business presentations for an emerging independent trust company. Promoted from Trust Officer to Senior Trust Officer in January, 1996.

Prepared cost center reports along with several internal accounting reports that determined loan and deposit rates. Calculated regional Federal Reserve cash levels on a daily basis and monitored the region's loan loss reserve.

Bsba, Accounting

Education record