Matthew Neff, Crpcⓡ, Aifⓡ Email and Phone Number
Matthew Neff, Crpcⓡ, Aifⓡ work email
- Valid
- Valid
- Valid
Matthew Neff, Crpcⓡ, Aifⓡ personal email
Matthew Neff, Crpcⓡ, Aifⓡ phone numbers
With a heart of a teacher, Matt is focused on helping people utilize their strengths to achieve their goals. To help others, he naturally brings an organized and methodical approach, blended with compassion and an individual understanding, while also being proactive to potential or current obstacles. As the Director of Advisor Services, Matt's primary responsibilities include managing the firm's advisory team, providing service to clients, and acting as a member of both the Petersen Hastings Leadership Team and Board of Directors.Matt joined Petersen Hastings in 1999 and has over two decades of advisory experience, primarily developing and servicing Individuals and Families and Corporate Retirement Plan clients. His career foundation began with a Bachelor of Arts degree in Accounting from Washington State University. He has earned and maintains two professional designations, the Chartered Retirement Planning Counselor® (CRPC®) and the Accredited Investment Fiduciary® (AIF®). Furthermore, Matt has served on several national advisor boards where he has acted as a resource and advocate for Registered Investment Advisor (RIA) firms and client needs.When Matt is not in the office, you can find him spending time with his family, most often engaged in some outdoor activity or game. He particularly loves playing pickleball with his wife Katie, engaging in fun family board games, working in the yard, and many outdoor activities such as mountain biking, hiking, and paddleboarding/kayaking. He also enjoys volunteering as a youth sports coach, teaching Junior Achievement, and supporting other causes.
Petersen Hastings
View- Website:
- petersenhastings.com
- Employees:
- 22
-
PartnerPetersen Hastings Jan 2007 - PresentAt Petersen Hastings we partner with committed investors who want to make work optional and then maintain that position. We do this through our trademarked and time tested services. We've assembled an experienced and multi-generational team to guide our clients with confidence.
-
Senior Wealth AdvisorPetersen Hastings Aug 1999 - PresentKennewick, Wa
Matthew Neff, Crpcⓡ, Aifⓡ Skills
Matthew Neff, Crpcⓡ, Aifⓡ Education Details
-
Accounting
Frequently Asked Questions about Matthew Neff, Crpcⓡ, Aifⓡ
What company does Matthew Neff, Crpcⓡ, Aifⓡ work for?
Matthew Neff, Crpcⓡ, Aifⓡ works for Petersen Hastings
What is Matthew Neff, Crpcⓡ, Aifⓡ's role at the current company?
Matthew Neff, Crpcⓡ, Aifⓡ's current role is Director of Advisor Services | Senior Wealth Advisor.
What is Matthew Neff, Crpcⓡ, Aifⓡ's email address?
Matthew Neff, Crpcⓡ, Aifⓡ's email address is ma****@****ngs.com
What is Matthew Neff, Crpcⓡ, Aifⓡ's direct phone number?
Matthew Neff, Crpcⓡ, Aifⓡ's direct phone number is (509)-735*****
What schools did Matthew Neff, Crpcⓡ, Aifⓡ attend?
Matthew Neff, Crpcⓡ, Aifⓡ attended Washington State University.
What are some of Matthew Neff, Crpcⓡ, Aifⓡ's interests?
Matthew Neff, Crpcⓡ, Aifⓡ has interest in Kayaking, Geocaching, Technology, Soccer, Education, Hiking, Mountain Biking.
What skills is Matthew Neff, Crpcⓡ, Aifⓡ known for?
Matthew Neff, Crpcⓡ, Aifⓡ has skills like Strategic Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Estate Planning, Strategic Planning, Asset Managment, Risk Management.
Who are Matthew Neff, Crpcⓡ, Aifⓡ's colleagues?
Matthew Neff, Crpcⓡ, Aifⓡ's colleagues are Roger Hastings, John Keyes, Joshua J. Chittenden, Cfp®, Aif®, Rachel Chacko, Cfp®, Brandan Eckhardt, J.t. Lieuallen, Linda Russell.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial