Matthew Aif Email & Phone Number
Independent Financial Advisor
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Matthew Aif Location
- Middleton, WI, US
Matthew Aif Work
- 2021 -now Independent Financial Advisor @ Dahl Financial Group
- 2013 -2020 Financial Advisor @
- 2006 -2013 Financial Advisor @
Matthew Aif Education
- University of Wisconsin-La Crosse
BA of Business Finance (American Marketing Association (AMA), Financial Managment Association (FMA))
2000-2005 - Elkhorn Area High School
Matthew Aif Skills
- Strategic Financial Planning
- Independent Financial Advice
- Unbiased
- Tactical Asset Allocation
- Fee Based Asset Management
- 401(k)'s
- Defined Contribution Plans
- Defined Benefit Plans
- Wealth Management Services
- Diversified Portfolio Construction
- 401(k) Participant Education
- Portfolio Assessment
- Insurance Analysis
- 401k Rollovers
- Financial Advisory
- Wealth Accumulation Strategies
- Wealth Preservation Planning
- Alternative Investments
- Roth IRA
- Traditional IRA
- Portfolio Management
- Legacy Planning
- Retirement Planning
- Asset Management
- Variable Annuities
- Investment Strategies
- Analytical Skills
- Wealth Management
- Investments
- Fiduciary Services
- 401K'S
- 401K Participant Education
- 401 'S
- 401 Participant Education
Matthew Aif Summary
- Matthew Aif, based in Middleton, WI, US, is currently a Independent Financial Advisor at Dahl Financial Group. Matthew Aif brings experience from previous roles at North Star Resource Group and WealthPlanners & Creative Benefit Strategies, LLC. Matthew Aif holds a 2000 - 2005 BA of Business Finance in American Marketing Association (AMA), Financial Managment Association (FMA) @ University of Wisconsin-La Crosse. With a robust skill set that includes Strategic Financial Planning, Independent Financial Advice, Unbiased, Tactical Asset Allocation, Fee Based Asset Management and more. Matthew Aif has 1 mobile phone numbers on RocketReach.
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