Peter MatteiCRD Number: 6324717
Current Firm: Epsilon Financial Group, Inc.
Peter Mattei (CRD# 6324717) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has 1 year of experience in the finance industry. Peter Mattei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Greystone Financial Group, LLC
Taddei, Ludwig & Associates, Inc.
|Epsilon Financial Group, Inc.||Fairfield, CA||Feb 2010 - Current||8|
|Retired||Napa, CA||Apr 2006 - Jan 2010||3|
Total Assets Under Management286MILLIONS
Total Number of Accounts1,138ACCOUNTS
Average Account Value$251,443
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, OR, TX