Matt Edmiston

About Matt Edmiston

Focus Wealth Management is a highly trained and skilled group of experienced Cambridge…

Experience

1. Financial Consultant Partner

   Focus Wealth Management Llc

   Nov 2008 — Present · Cincinnati, OH, US

   Matthew Edmiston is a Financial Consultant andfounding partner with Focus Wealth Management.He brings over 10 years experience workingwith individuals primarily in five key areas:retirement planning, 401k management, higher education funding,estate planning, and wealth transfer.First, listening to clients’ goals, plans, and wishes,Matt will jointly develop and communicate“in English” a personal investment strategy tomeet those future requirements. Every plan isprepared, executed, and monitored personallyby Matt and periodically checked for suggestedstrategy adjustments. Matt holds Series 7 and Series 66 registrations with Cambridge Investment Research Inc,in conjunction with Life Health & Accident iInsurance Licenses in Ohio. As a lifelong resident ofWestern Hills, Matt graduated from Elder HighSchool in 1994 and holds a Business Degreefrom Bowling Green State University class of1998. In his personal life, Matt is a certified Scuba Diver logging numerous dives in areas such as Cozumel, Key West, Bahamas, and the Caymans. Matt is also active in the local community. He is currently serving on the Board of Directors for the Cincinnati Athletic Club.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Focus Wealth management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Education

• Bowling Green State University

  Business, Marketing

  1994 — 1998

Skills

• Risk Management
• Portfolio Management
• Equities
• Insurance
• Budgets
• Life Insurance
• Investments
• Estate Planning
• Financial Advisory
• Financial Services
• Asset Managment
• New Business Development
• Retirement
• Strategic Financial Planning
• Strategic Planning
• Wealth Management
• Retirement Planning
• Financial Planning
• Series 7
• Sales
• Financial Planners
• 401k
• Financial Analysis