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Matthew Frank Taddei

Westhill Financial Advisors, Inc.

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About Matthew Frank Taddei

Matthew Taddei is a financial advisor with Westhill Financial Advisors, Inc. Matthew has been in the industry since 1984. Matthew holds Series 6, 7, 63 and 65 licenses and is also a Certified Financial Planner™ and a Chartered Financial Consultant.

Firm Information

Matthew Taddei is currently registered with Westhill Financial Advisors, Inc.. Westhill Financial Advisors, Inc. is a registered investment advisor based in San Rafael, CA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. The firm has 2 licensed agents, 7 investment adviser representatives, and manages approximately $588,764,517 in regulatory assets under management.
Westhill Financial Advisors, Inc.

999 FIFTH AVE., SUITE 300

SAN RAFAEL, CA 94901

$588.76M

Assets Under Management

13

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Taddei’s Registration & Firm History

CA

03/11/2010 - Present

Westhill Financial Advisors, Inc. (SAN RAFAEL CA)

CA

01/19/2007 - 07/05/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAFAEL CA)

CA

02/09/1984 - 01/22/2007

AXA ADVISORS, LLC (SAN RAFAEL CA)

NY

02/09/1984 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/15/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/07/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Frank Taddei.
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