Matthew Sassani, CRPC®, is a financial advisor and the founder of Irvine Wealth Management, based in Irvine, California. While his earlier career was spent with Ameriprise Financial (and previously American Express Financial Advisors), he has been operating as an independent advisor since founding his own firm in 2014.
Evaluating a client's "whole financial picture" to create actionable roadmaps.
Utilizing tiered investment strategies and sector analysis.
Providing advice on insurance, annuities, and estate conservation.
His Ameriprise profile previously highlighted expertise in charitable giving, domestic partner planning, and employee stock options.

Matthew Sassani CRPC

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Matthew Sassani, CRPC®, is a financial advisor and the founder of Irvine Wealth Management, based in Irvine, California. While his earlier career was spent with Ameriprise Financial (and previously American Express Financial Advisors), he has been op...بیشتر ببینید