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Matthew Repko, Private Wealth Advisor serving the Blue Bell, PA area - Ameriprise Advisors

Matthew Repko

MBA, CFP®

Private Wealth Advisor

Bayspan Wealth Group

An Ameriprise Private Wealth Advisor

30
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 Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner
  • Chartered Retirement Planning Counselor
  • Business Financial Advisor
  • Master of Business Administration from Drexel University
  • BSBA from Bucknell University

Education

  • B.S.B.A. Bucknell University, May 28, 1994
  • M.B.A. Drexel University, December 14, 2002

Awards & recognition

  • Five Star Wealth Manager, 2012, 2018

Community participation

Interests

  • Family
  • Fishing
  • Lacrosse