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Vadim Matatov Ameriprise Financial Advisor

Vadim Matatov

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Tru Insight Wealth Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 25 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Insurance

Interests

  • Spending time with my family
  • Volunteering in my community by helping sponsor and organize charitable events
  • Traveling the world
  • Cooking
  • Attending Broadway Musicals
  • Attending sporting events
  • Camping

Community participation

  • Active participent and member of Chabad Jewish Center of Commerce
  • Sponsor of American Cancer Society Michigan
  • Sponsor of St. Jude Children's Research Hospital

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Certificate Program in Financial Planning Completed: 2003 Oakland University™
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