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Matt Wissman, Private Wealth Advisor serving the West Chester, OH area - Ameriprise Advisors

Matt Wissman

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Further Financial Group

An Ameriprise Private Wealth Advisor

12
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
  • Investments
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Cincinnati - MEd, Educational Leadership and Administration 2005-2006
  • Xavier University Masters of Education, Secondary Education and Teaching 2000-2002
  • Wilmington College (OH) Bachelor of Arts - BA, Secondary Education and Teaching 1993-1997

Awards & recognition

  • Further Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

I enjoy being actively involved in my community. I currently coach a variety of youth basketball and baseball teams throughout the year. For the past several years, I have been a member of the Badin High School investment committee.

Interests

My interests revolve around being active with my family and friends. Listed below are a list of some the activities I enjoy with family and friends:

Volunteering to coach various local youth teams.

Running - I completed the 2004 Columbus marathon, and have participated in various half-marathons.

I love to golf with friends and family.

Taking my family to various sporting events every year.