Advisor profile


My approach

Joseph Matta - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Joseph Matta - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Arts (BA), Boston Univerity, Boston, MA

Interests

My wife and I enjoy spending time with our 2 young kids. As you can imagine, they are a handful! We enjoy traveling, visiting museums and partaking in various activities with our children. I have made it a point to donate some time to my children's shchool and assist in their activities. In my free time, I enjoy spending time with friends and family, working out (though it seems less and less each yr.), gardening, traveling and following my favorite sports teams (of course the Boston teams).

Awards & recognition

  • Five Star Wealth Manager, 2014-2015