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portrait of Dimi Matouchev
FINANCIAL ADVISOR

Dimi Matouchev

CFP®, CPWA®, AAMS™
1517-C Palm Boulevard, Isle Of Palms, SC 29451opens in a new window
Client by Referral
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About Dimi

Our Isle of Palms team believes it is important to invest our time to understand what you are working toward before investing your money. Working closely with you, your CPA, attorney and other professionals, I can determine the most comprehensive financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. When you reach retirement, I will help you design a distribution strategy that can help you achieve your financial goals, while keeping in mind diversification, asset allocation and taxation.

Our...

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Georgia-AthensBachelor of Business Admin

Personal Interests

  • Volunteering
  • Traveling
  • Running
  • Cycling
  • Swimming

Team Members

  • Sabrina ODell
    Associate Financial Advisor
  • Hannah Neal
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(843) 886-9229

Fax

(877) 301-1340

Office Address

1517-C Palm Boulevard
Isle Of Palms, SC 29451opens in a new window

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