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Matthew Joswick, Financial Advisor

FINANCIAL ADVISOR
Matthew W Joswick

CFP®, AAMS™
3660 Waialae Avenue Ste 209, Honolulu, HI 96816opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives

About Matthew

Hello, I’m Matthew Joswick, a financial advisor and CFP® professional with a passion for helping people achieve their ambition for a good life now and for the rest of their lives. With over 15 years of experience, I follow a comprehensive, goals-centered approach to financial strategy, focusing on your unique needs and circumstances to help you make critical financial decisions with confidence. My promise is to work with you and your tax and legal professionals to get your financial house in order and help keep it that way.

As a father of three, I understand the critical importance of planning your...

Work History

  • Edward JonesNovember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin,OshkoshBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Surfing
  • Snowboarding
  • Gardening

Team Members

  • Jessie Deakins
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(808) 734-8889

Fax

(888) 287-0060

Office Address

3660 Waialae Avenue Ste 209
Honolulu, HI 96816opens in a new window

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