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

About the Business:

Joel D Matthews Sr is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Sewickley, PA. With a comprehensive suite of financial planning services, Joel D Matthews Sr is dedicated to helping clients meet their long-term financial goals through personalized and strategic investment advice.

Certifications and Expertise:

Joel D Matthews Sr holds numerous prestigious certifications, showcasing his deep expertise and commitment to the financial advisory profession:

1. AAMS™ (Accredited Asset Management Specialist™): This certification underscores his proficiency in asset allocation, investment strategies, estate planning, and insurance products, essential for addressing the needs of individual clients, retirees, and small business owners.

2. ADPA™ (Accredited Domestic Partnership Advisor™): Specializing in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical needs for domestic partners, Joel's expertise is validated by rigorous coursework and examination.

3. AEP® (Accredited Estate Planner®): Awarded by the National Association of Estate Planners & Councils, this designation highlights Joel's advanced knowledge in estate planning, achieved through graduate-level coursework and professional practice as an attorney, CPA, trust officer, or financial planner.

4. AIF® (Accredited Investment Fiduciary®): This certification signifies Joel's comprehensive understanding of fiduciary practices, supported by ongoing professional education and adherence to a strict code of ethics.

5. APMA™ (Accredited Portfolio Management Advisor™): Focused on client assessment, risk/return analysis, investment objectives, and portfolio management, this designation reflects Joel's advanced skills in managing client portfolios.

6. AWMA℠ (Accredited Wealth Management Advisor℠): This credential emphasizes Joel's expertise in asset management, estate planning, income tax, benefits planning, and risk management for high-net-worth clients.

7. Behavioral Financial Advisor: Trained to enhance decision-making and relationship effectiveness, Joel helps clients navigate the financial planning process with greater confidence and clarity.

8. CAP® (Chartered Advisor in Philanthropy®): This certification equips Joel with the knowledge to assist clients in achieving their philanthropic goals and advancing their societal contributions.

9. CAS® (Certified Annuity Specialist®): Specializing in fixed-rate and variable annuities, Joel provides expert advice on annuity investment opportunities.

10. CASL® (Chartered Advisor for Senior Living®): This credential signifies Joel's in-depth understanding of issues affecting seniors and those planning for retirement.

11. CDFA™ (Certified Divorce Financial Analyst): Joel offers specialized financial guidance for individuals navigating the complexities of divorce.

12. CEP® (Certified Estate Planner™): A leader in estate planning education, Joel supports clients in comprehensive estate planning strategies.

13. CEPA® (Certified Exit Planning Advisor®): Trained in exit planning, Joel helps entrepreneurs maximize the value of their businesses in mergers and acquisitions.

14. CFA® (Chartered Financial Analyst®): This prestigious designation reflects Joel's advanced investment management capabilities, covering a broad range of investment topics.

15. CFP® (Certified Financial Planner™): Recognized for excellence in personal financial planning, Joel meets rigorous experience, ethics, and examination requirements.

16. CFS® (Certified Fund Specialist): With advanced knowledge of mutual funds, Joel constructs efficient portfolios using modern portfolio theory.

17. ChFC® (Chartered Financial Consultant®): This robust credential underscores Joel's comprehensive financial planning expertise.

18. ChSNC® (Chartered Special Needs Consultant®): Joel is trained to manage the emotional and financial complexities of planning for families with special needs.

19. CIMA® (Certified Investment Management Analyst®): This designation highlights Joel's advanced management capabilities and expertise in asset allocation, risk measurement, and investment policy.

20. CKA® (Certified Kingdom Advisor®): Joel provides biblically wise financial advice, focusing on personal and spiritual growth.

21. CLTC® (Certified in Long-Term Care): Specializing in long-term care planning, Joel addresses the critical needs of middle-age clients.

22. CLU® (Chartered Life Underwriter®): As a top designation in the life insurance profession, Joel offers advanced guidance in insurance, investments, and estate planning.

23. CMFA® (Certified Military Financial Advisor®): Trained to serve veterans and active-duty military personnel, Joel provides tailored financial advice to those who serve our country.

With such an extensive array of certifications and specialized knowledge, Joel D Matthews Sr is exceptionally equipped to provide comprehensive and personalized financial advisory services, ensuring clients' financial well-being and success.