Matt Carpinelli
Wealth Management for Successful Business Owners, Families, and Firefighters
- Role
- Consortium Member at Afc Wealth Management Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Matt Carpinelli
Retirement planning doesn\'t have to be complicated. At AFC Wealth, we focus on making…
Experience
Consortium Member
Jan 2011 — Present · Atlanta, GA, US
At AFC Wealth we believe being independent allows us to offer truly unbiased, objective advice.But being independent does not mean being alone.In 2011, Matt Carpinelli joined Integrated Financial Group, a consortium of independent LPL financial planners from across the country. Since its inception in 2003, the Consortium has maintained a culture of passionate, strictly vetted independent financial planner members who support the idea that many minds are greater than one. This Consortium—or group—of expertise is called the Brain Trust.
Education
Boston University
Financial Planning and Services
2011 — 2013
University of Colorado Boulder
Bachelor of Science (B.S.)
1995 — 1998
Skills
- Estate Planning
- Investment Strategies
- Equities
- Iras
- Series 63
- Retirement Planning
- Financial Planning
- Financial Goals
- Investment Advisory
- Financial Planners
- Retirement
- Life Insurance
- Asset Allocation
- Asset Management
- Distribution Strategies
- Income Planning
- Disability Insurance
- Alternative Investments
- 401k
- Wealth Management
- Investments
- Mutual Funds
- Financial Services
- Investment Management
- Wealth
- Hedge Funds
- Finra
- Securities
- Strategic Financial Planning
- Personal Finance
- Series 7
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.