Matthew Berti (CRD# 6758981) is an Investment Advisor Representative working at Rhp Wealth Management in Houston, TX and has over 7 years of experience in the finance industry. Matthew Berti 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.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rhp Wealth Mangement | Houston, TX | Dec 2023 - Current | < 1 |
| Tanglewood Legacy Advisors, LLC | Houston, TX | Jun 2020 - Nov 2023 | 3 |
| Speight Asset Management, LLC | Houston, TX | May 2016 - May 2020 | 4 |
| Joes Crab Shack | Lubbock, TX | Feb 2016 - May 2016 | < 1 |
| Academy Sports And Outdoors | Lubbock, TX | Jan 2016 - Feb 2016 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2011 - Dec 2015 | 4 |
| Enterprise Rent-a-car | Lubbock, TX | Oct 2015 - Nov 2015 | < 1 |
| The Financial Advisory Group | Houston, TX | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- TX
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Total Assets Under Management264MILLIONS
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Total Number of Accounts551ACCOUNTS
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Average Account Value$479,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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