Joel D Matthews II - Financial Advisor, Ameriprise Financial Services, LLC

Joel D. Matthews II is a seasoned financial advisor affiliated with Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a commitment to providing personalized financial advice and comprehensive asset management, Joel brings a wealth of expertise backed by numerous professional certifications and designations.

Certifications and Expertise:

1. AAMS™ - Accredited Asset Management Specialist™:

- Focuses on asset allocation, investment strategies, estate planning, and investment opportunities for retirees and small business owners.

- Requires adherence to a code of ethics and passing a rigorous certification exam.

2. ADPA™ - Accredited Domestic Partnership Advisor™:

- Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical planning for domestic partners.

- Certification obtained by completing a comprehensive course and passing an examination.

3. AEP® - Accredited Estate Planner®:

- Awarded by the National Association of Estate Planners & Councils.

- Reserved for professionals such as attorneys, CPAs, trust officers, and financial planners who have completed graduate-level courses and meet specific professional requirements.

4. AIF® - Accredited Investment Fiduciary®:

- Demonstrates comprehensive knowledge of fiduciary practices.

- Requires ongoing professional education and adherence to a code of ethics.

5. APMA™ - Accredited Portfolio Management Advisor™:

- Covers client assessment, risk/return analysis, investment objectives, portfolio management, and investor psychology.

- Requires completion of a specific course and passing an exam.

6. AWMA℠ - Accredited Wealth Management Advisor℠:

- Focuses on advanced asset management, estate planning, income tax and benefits planning, and risk management for high-net-worth clients.

- Requires passing a certification examination and adherence to ethical standards.

7. Behavioral Financial Advisor:

- Trains advisors to help clients make better financial decisions through self-awareness, effective decision-making, and relationship management.

8. CAP® - Chartered Advisor in Philanthropy®:

- Provides tools and knowledge to help clients achieve philanthropic goals.

9. CAS® - Certified Annuity Specialist®:

- Specializes in fixed-rate and variable annuities, providing expert investment advice in these areas.

10. CASL® - Chartered Advisor for Senior Living®:

- Offers in-depth training on issues impacting seniors and retirement planning.

11. CDFA® - Certified Divorce Financial Analyst™:

- Specializes in financial issues related to divorce.

12. CEP® - Certified Estate Planner™:

- Focuses on comprehensive estate planning.

13. CEPA® - Certified Exit Planning Advisor®:

- Trains advisors in exit planning to maximize the value of a company for mergers and acquisitions.

14. CFA® - Chartered Financial Analyst®:

- Covers a broad range of investment topics and is recognized globally for investment management expertise.

15. CFP® - CERTIFIED FINANCIAL PLANNER™:

- Recognized as a standard of excellence in personal financial planning.

16. CFS® - Certified Fund Specialist®:

- Specializes in mutual funds and modern portfolio theory.

17. ChFC® - Chartered Financial Consultant®:

- One of the most respected credentials for financial planning professionals.

18. ChSNC® - Chartered Special Needs Consultant®:

- Focuses on planning for families with special needs.

19. CIMA® - Certified Investment Management Analyst®:

- Recognizes expertise in asset allocation, risk measurement, and investment policy.

20. CKA® - Certified Kingdom Advisor®:

- Provides biblically wise financial advice and emphasizes personal and spiritual growth.

21. CLTC® - Certified in Long-Term Care:

- Specializes in long-term care planning.

22. CLU® - Chartered Life Underwriter®:

- The highest level designation in life insurance, covering various aspects of financial planning.

23. CFMA® - Certified Military Financial Advisor®:

- Trained to serve veterans, active duty, Reserve, and National Guard members.

Joel D. Matthews II offers a holistic approach to financial planning, ensuring clients receive tailored advice that meets their unique needs. Whether you are planning for retirement, managing wealth, or seeking guidance on estate planning, Joel's extensive qualifications make him a trusted partner in achieving your financial goals.