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portrait of Matt DiFilippo
FINANCIAL ADVISOR

Matt DiFilippo

ChFC®
2149 N Fairfield Rd Suite C, Beavercreek, OH 45431opens in a new window
Accepting New Clients
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About Matt

Back in 1998, a good friend introduced me to the market. It was overwhelming, to say the least, but I began learning as much as I could. When I started a career in the pharmaceutical industry a year later, I found a new passion for making the most of 401(k) investing. Fifteen years later, I was approached by an Edward Jones recruiter who encouraged me to consider joining the firm, and I realized it was an opportunity to put everything I had learned into practice.

At this point, I knew investing was a passion of mine but hadn't considered taking it...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • University of DaytonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hiking
  • Hockey
  • Golfing

Team Members

  • Dorothy Goe
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(937) 429-1014

Fax

(855) 218-2863

Office Address

2149 N Fairfield Rd Suite C
Beavercreek, OH 45431opens in a new window

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