Financial Advisor Matt MacLean in Peoria, AZ | Affirm Wealth Advisors
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Matt MacLean, Private Wealth Advisor serving the Peoria, AZ area - Ameriprise Advisors

Matt MacLean

CFP®, ChFC®, CRPC, CKA®

Private Wealth Advisor

Affirm Wealth Advisors
20
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Christian Financial Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance

Qualifications

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

Education

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

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2024
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Five Star Wealth Manager, 2021-2023
  • Affirm Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Affirm Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Affirm Wealth Advisors, Investment News Best Places to Work for Financial Advisors, 2024
  • Affirm Wealth Advisors, Phoenix Business Journal Best Places to Work, 2023
  • Ameriprise Chairman's Advisory Council, 2023-2024
  • Ameriprise Circle of Success, 2013-2023
  • Ameriprise Circle of Success Diamond Ring, 2023
  • Affirm Wealth Advisors, Phoenix Business Journal Book of Lists - Investment Advisors, 2010-2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2018-2019
  • Forbes Top Next-Generation Wealth Advisors, 2018

Professional associations

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • CCV Stars, Basketball and Football Coach
  • Quenched, President and Founder (A non-profit organization installing water wells among unreached people groups in Nepal and India)

Interests

  • Spending time with my wife and three children
  • Arizona Cardinals Fan, season ticket holder since 2002
  • Lifting weights
  • Playing basketball
  • Volunteering and going on mission trips

Honored to be recognized in Barron’s

I’m thrilled to share that I’ve been included on the 2024 Barron’s Top 1,200 Financial Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.