Matt Taddei

CEO, President, Financial Advisor of WestHill Financial Advisors

Role: President & CEO at Westhill Financial Advisors
Location: San Rafael, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

President & CEO
Westhill Financial Advisors
Feb 1989 — Present
Investment Advisor Representative, Taddei, Ludwig & Associates, Inc, a Registered Investment Advisor. California Insurance License # 06•••27.

Education

The American College of Financial Services
MS, Financial Services
The American College of Financial Services
PhD, Financial and Retirement Planning
2023
Linfield University
BA, Business
1979 — 1983
The American College of Financial Services
MS, Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
m•••@westhillfa.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••04

Unlock verified contacts

Free to start · No credit card required

Current company

Westhill Financial Advisors

Financial Services · 12 employees · Founded 1994 · San Rafael, California, United States

Rooted in small-town values, WestHill’s quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHill’s organic growth. In 2021 we changed our name from Taddei Ludwig and Associates to WestHill Financial Advisors® to better describe our strategic approach to client financial planning and advice and the collaborative team approach we bring to client relationships. For more than 35 years WestHill Financial Advisors® has helped our clients prepare for the future and live their dreams with world-class financial planning, sound investment advice, and prudent risk management. Our customized approach to providing financial planning and advice is based on gaining a deep understanding of the client’s objectives. By having a thorough knowledge of what’s most important to you, we can help you navigate the complexities of an ever-changing financial landscape. An intelligent plan, well-executed, gives you the freedom to pursue and reach your goals. Please visit our website or give us a call - we\'d love to meet you!

westhillfa.com

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.

Start for free See how it works

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.

Experience

President & CEO

Education

The American College of Financial Services

The American College of Financial Services

Linfield University

The American College of Financial Services

Find verified contacts for anyone on LinkedIn