Work History
Edward Jones
Edward JonesJune 2021 to CurrentAIRBNB
AIRBNBApril 2018 to July 2020
FINANCIAL ADVISOR
Matt Anderson
CFP®, AAMS™
1270 Healdsburg Avenue, Suite 201, Healdsburg, CA 95448opens in a new windowAccepting New Clients
Serving clients with $50,000
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
- New Investors
- Charitable Giving
- Estate & Legacy Strategies
About Matt
Having a strong financial foundation fuels our aspirations and lets us pursue the life we desire to live. That is where a financial advisor can provide value.
Just as no two snowflakes are the same, no two clients have the same financial puzzle. My focus is to help people in their unique situation as we partner together to come up with an individualized strategy that connects to their goals.
I chose this career to continue my passion of meeting people's needs when given the opportunity. I deeply appreciate the ability to partner with individual investors as we work toward those specific...
Just as no two snowflakes are the same, no two clients have the same financial puzzle. My focus is to help people in their unique situation as we partner together to come up with an individualized strategy that connects to their goals.
I chose this career to continue my passion of meeting people's needs when given the opportunity. I deeply appreciate the ability to partner with individual investors as we work toward those specific...
Work History
Edward Jones
Edward JonesJune 2021 to CurrentAIRBNB
AIRBNBApril 2018 to July 2020
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of Northern Colorado
Univ of Northern ColoradoMastersWayland Baptist University
Wayland Baptist UniversityBachelor of Music
Education
Univ of Northern Colorado
Univ of Northern ColoradoMastersWayland Baptist University
Wayland Baptist UniversityBachelor of Music
Personal Interests
- Community Outreach
- Health & Nutrition
- Cycling
- Running
- Music
Team Members
Lorie WhiteBranch Office AdministratorFPQP®
Debbie BeneitoneSr. Branch Office Administrator
Monica EsquivelAssociate Financial Advisor
Terrie AndersonSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 02:00PM |
| Fri | 08:00AM - 02:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 02:00PM |
| Fri | 08:00AM - 02:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
HealdsburgFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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