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Our financial advice team


Matthew C Phelps, Financial Advisor serving the Alpharetta, GA area - Ameriprise Advisors

Matthew C Phelps

MBA

Financial Advisor

Cohen, Mackall & Associates
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
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Bachelor of Science, Mechanical Engineering, MIT, Cambridge, MA
  • MBA, University of Florida, Gainesville, FL

Previous experience

  • President, Phelps Product Development LLC, Orlando, FL, 2011-2016
  • SVP, Process Technology & Product Engineering, CHEP, Orlando, FL, 2002-2010
  • VP, Product Development, Mattel Inc., El Segundo, CA, 1998-2002
  • Engineering Group Manager, Rain Bird, Azusa, CA, 1996-1998
  • Project Officer, United States Air Force, San Bernardino, CA, 1986-1990

Interests

  • Volunteer Opportunities
  • Biking
  • Kayaking
  • Fishing