Founder And Ceo
CurrentPrairieFire Wealth Planning exists to help families in the second half of life make the most of their resources.
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Matt Meline, Cfp® is listed as Founder and CEO at PrairieFire Wealth Planning, based in Des Moines, Iowa, United States. AeroLeads shows a work email signal at optonline.net and a matched LinkedIn profile for Matt Meline, Cfp®.
Matt Meline, Cfp® previously worked as Vice President/Financial Advisor at Morgan Stanley and Financial Consultant at Wells Fargo. Matt Meline, Cfp® holds B.S., Finance from Wilson College Of Business At The University Of Northern Iowa.
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Matt Meline, CFP is a life centered financial planner who founded PrairieFire Wealth Planning with the belief that the second half of life is a time for fresh thinking. Matt has been working with families for over twenty years and felt that he could best serve as an independent advisor free of the conflicts of large Wall Street banks. The PrairieFire concept was developed as Matt went through his own period of discovery that led him to embrace the concept of examining and challenging the old to make room for new growth.Families in the second half of life (not a set date by the way - 😊) enjoy working with Matt and his team at PrairieFire because they are seeking fresh solutions, unconflicted advice and want someone who cares about their family. Matt’s approach is deeper and more focused on the answers behind the money such as how can I be my best self as an empty nester or retiree. They help answer questions like what is the money for and how can we better enjoy the journey.Matt and his wife, Lisa, raised four children and helped put them all through college. The experience inspired Matt to write the book Empty Nest Full Pockets as a guide to help parents financially and emotionally tackle the challenges of letting go and…paying for expensive educations. The book encapsulates their journey and the lessons learned included a failed Twitter curfew, multiple car mishaps and general parenting screw ups that everyone can learn, and laugh, from.Specialties:Financial Planning Specialties include: Tax Planning, Investment Management, Asset Location, Retirement Planning (will I run out of money?) and Coaching (what am I going to do all day?), IRA Management, College Planning
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West Des Moines, Iowa, Us
PrairieFire Wealth Planning exists to help families in the second half of life make the most of their resources.
Assist select individuals with wealth management, customized credit structures and our tactical portfolios. Help deliver solutions to businesses for their corporate retirement services needs.Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.htmlMorgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.*For more information on the designations(s) listed above, go to https://www.morganstanleyfa.com/thempzgroup/ The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#: 1278851
Strategic consulting for private and institutional clients, money management and retirement planning
Oversaw bank's eight branches, implemented investment services program, focused on non-interest income growth
Supervised several retail branches for the bank and finance company in both Colorado and Iowa. Managed sales and service professionals while focusing on strategic growth.
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Matt Meline, Cfp® works for PrairieFire Wealth Planning.
Matt Meline, Cfp® is listed as Founder and CEO at PrairieFire Wealth Planning.
AeroLeads has found 1 work email signal at @optonline.net for Matt Meline, Cfp® at PrairieFire Wealth Planning.
Matt Meline, Cfp® is based in Des Moines, Iowa, United States while working with PrairieFire Wealth Planning.
Matt Meline, Cfp® has worked for Prairiefire Wealth Planning, Morgan Stanley, Wells Fargo, and First Federal Savings Bank Of Iowa.
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Matt Meline, Cfp® holds B.S., Finance from Wilson College Of Business At The University Of Northern Iowa.
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