Peter Mattei, financial advisor Fairfield CA
90 score

Peter Mattei

CRD 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.

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Professional Designations
Company Name Location Dates Years
Epsilon Financial Group, Inc. Fairfield, CA Feb 2010 - Current 6
Retired Napa, CA Apr 2006 - Jan 2010 3

Peter Mattei has no recent exams reported.
Contact Info for Peter A. Mattei
Phone Number: 707-428-5500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    1,138
    ACCOUNTS
  • Average Account Value
    $251,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, OR, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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