portrait of Stefan J Matwijiw

About Stefan

After graduating with honors from Nottingham Trent University in the United Kingdom, I worked for over a decade in project management and consulting for commercial real-estate due diligence throughout Europe and the Americas. This experience has given me exposure to global markets and a wealth of transferable skills I use daily as a financial advisor at Edward Jones.

Originally from the United Kingdom, I relocated and settled in Sonoma County, California, with my wife, Alexandria, two children and dog.

Outside of the office, I love spending quality time with my family, long distance running, travel and cheering on my childhood Premier...

Focus Areas

  • Business Retirement Plans
  • Sustainable investing
  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Nottingham Trent UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Soccer
  • Running
  • Architecture
  • Traveling

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