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Matthew Dirk Defendis is an investment advisor representative at Roush Investment Group, where he has been employed since August 2019. Prior to his role at Roush Investment Group, Matthew was employed at Dibuduo & Defendis Insurance Agency, Inc. Matthew has been in the financial industry for over 37 years and has been active in the industry since 2019. Matthew is currently registered with the state of California. Matthew's specializations include securities, commodities, and other investments, as well as insurance products, mutual funds, investment management, and financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
08/15/2019 - Present
Roush Investment Group (FRESNO CA)
Active
Inactive
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