Joel D Matthews Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC

Joel D Matthews Sr is a distinguished Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Canfield, Ohio. With a strong commitment to ethical standards and comprehensive financial planning, Joel offers a wide array of services tailored to meet the diverse needs of his clients.

Certifications and Expertise:

Joel D Matthews Sr holds an impressive suite of certifications, demonstrating his extensive knowledge and commitment to ongoing professional development. These certifications include:

- AAMS™ (Accredited Asset Management Specialist™): Proficient in applying investment concepts to real-world asset management scenarios, including asset allocation, investment strategies, and estate planning.

- ADPA™ (Accredited Domestic Partnership Advisor™): Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical planning for domestic partners.

- AEP® (Accredited Estate Planner®): Recognized by the National Association of Estate Planners & Councils, focusing on advanced estate planning.

- AIF® (Accredited Investment Fiduciary®): Expert in fiduciary practices, ensuring clients receive advice that meets the highest standards of trust and responsibility.

- APMA™ (Accredited Portfolio Management Advisor™): Skilled in client assessment, risk/return analysis, and modern portfolio theory.

- AWMA℠ (Accredited Wealth Management Advisor℠): Advanced knowledge in asset management, investment performance, and strategies for high-net-worth clients.

- Behavioral Financial Advisor: Trained in helping clients make better financial decisions through self-awareness and effective decision-making.

- CAP® (Chartered Advisor in Philanthropy®): Equipped to help clients achieve their philanthropic goals and aspirations.

- CAS® (Certified Annuity Specialist®): Offers expert advice on fixed-rate and variable annuities.

- CASL® (Chartered Advisor for Senior Living®): In-depth training on issues impacting seniors and retirement planning.

- CDFA® (Certified Divorce Financial Analyst®): Specializes in the financial aspects of divorce.

- CEP® (Certified Estate Planner™): Leads the way in estate planning education and support.

- CEPA™ (Certified Exit Planning Advisor®): Expert in exit planning for entrepreneurs, maximizing enterprise value.

- CFA® (Chartered Financial Analyst®): Extensive knowledge in investment management and analysis.

- CFP® (CERTIFIED FINANCIAL PLANNER™): Standard of excellence in personal financial planning, covering a wide range of financial topics.

- CFS® (Certified Fund Specialist®): Advanced studies in mutual funds and portfolio construction.

- ChFC® (Chartered Financial Consultant®): Robust credential in financial planning.

- ChSNC® (Chartered Special Needs Consultant®): Expertise in planning for families with special needs.

- CIMA® (Certified Investment Management Analyst®): In-depth management capabilities and rigorous investment analysis.

- CKA® (Certified Kingdom Advisor®): Provides biblically wise financial advice.

- CLTC® (Certified in Long-Term Care): Specializes in long-term care planning.

- CLU® (Chartered Life Underwriter®): Highest level designation in life insurance, covering a wide range of financial planning needs.

- CFMA® (Certified Military Financial Advisor®): Trained to serve military personnel and veterans.

Services Offered:

- Comprehensive financial planning

- Investment management

- Retirement planning

- Estate planning

- Tax planning

- Risk management

- Philanthropic planning

- Divorce financial analysis

- Special needs planning

- Long-term care planning

- Military financial advising

Joel D Matthews Sr combines his extensive certifications and ethical commitment to provide personalized and effective financial solutions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Joel's expertise ensures that you receive the highest level of service and advice. Visit him at his Canfield office to start your journey towards financial security and success.