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Matthew Sassani Ameriprise Financial Advisor

Matthew Sassani

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM

We shape financial solutions for a lifetime.®

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949.660.0055

matthew.m.sassani@ampf.com

 
 

14

Years of Experience

92

Client Satisfaction Score

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Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Office Location

2 Park Plz
Ste 1120
Irvine, CA 92614-8564
Map Phone: 949.660.0055

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.
Saturday9 a.m. - 12 p.m.

Education

  • London School Of Economics - 1974-1978

My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Interests

  • I enjoy following current events and International Economic Policy Issues
  • I enjoy spending time with my family, going camping, visiting museums and galleries
  • I am an avid movie enthusiast

Market Watch

Market News

License Information

I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct business in AL, MD, FL, VA, NC, PA, CO, GA, NV.

CA Insurance #0C89659

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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