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Our financial advice team


Matt MacLean

Matt MacLean

CFP®, ChFC®, CRPC®, CKA®

Private Wealth Advisor

Affirm Wealth Advisors
19
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
  • Christian Financial Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Interests

  • Spending time with my wife and three children
  • Arizona Cardinals Fan, season ticket holder since 2002
  • Working Out
  • Volunteering for my church and going on mission trips

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2013 - 2018, 2020
  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2018-2019
  • Forbes Top Next-Generation Wealth Advisors, 2018

Qualifications

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

Education

  • Arizona State University, BIS, Business and Communication, 2004

Professional associations

Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Christ's Church of the Valley (CCV), Member
  • CCV Stars, Basketball and Football Coach
  • Quenched, President and Founder (A non-profit organization installing water wells among unreached people groups in Nepal)