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Our financial advice team


Matthew Maclean Ameriprise Financial Advisor

Matthew Maclean

CFP®, ChFC®, CRPC®, CKA®

Private Wealth Advisor

Affirm Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Family Finances
  • Charitable Giving
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Interests

- I enjoy spending free time with my wife and three children

- Season ticket holder for the Arizona Cardinals since 2002

- Working out each morning before work is a passion of mine

- I enjoy volunteering for my church and going on mission trips

Community participation

Active Member, Christ's Church of the Valley (CCV)

President of Quenched, a non-profit organization installing water wells among unreached people groups in Nepal

  • Basketball Coach, CCV Stars
  • Football Coach, CCV Stars

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2018-2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2013 - 2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Interdisciplinary Studies - Arizona State University

Professional associations

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