Matt Loeffler is a qualified expert, working in Blue Tree Wealth Advisors as a Founder and Chief Executive Officer since 2018. This person has earned professional experience in more than ten positions at different companies. Matt Loeffler went to the Bucknell University and got education from 1988 to 1992. Matt Loeffler has professional qualifications: Cpa. Sacramento, California is the area, where this professional was known to settle. Their e-mail and phone can be accessed through this website by request.
Name variants:
Matthew Loeffler,
Matthias Loeffler
Contact Information
Last Update
Jul 8, 2022
Email
lo**@gmail.com
Location
Sacramento, CA
Company
Blue Tree Wealth Advisors
Workplace
Founder and Chief Executive Officer
Work History
Founder and Chief Executive Officer
We provide cutting edge wealth planning solutions to individuals. Investment management relationships are developed through the creation of a holistic, and objectives based, wealth plan. Our...
Mar 2018 — Apr 2019
Director, Financial Planning
4000 Legato Rd, Fairfax, VA 22033
from Apr 2019
Vice President - Wealth Planning, the Private Client Reserve
800 Nicollet Mall, Minneapolis, MN 55402
I develop financial, investment and estate plans for high net worth individuals who have complex needs and objectives. I work with corporate executives, small business owners, farm owners an...
Dec 2015 — Mar 2018
Manager of Wealth Planning
5005 Rockside Rd SUITE 1200, Independence, OH 44131
I developed savings, investment and estate plans for high net worth individuals. My focus was on the "middle class" millionaire and entrepreneurs relative to business succession planning and...
Jan 2014 — Dec 2015
Senior Sales Director
200 Park Ave, New York, NY 10016
Responsible for initiating revenue growth via proposing investment services, estate planning solutions, employee benefit strategies and business succession plans. Serve as the key liaison an...
Aug 2006 — Mar 2012
Vice President and Manager
Responsibly managed the budget, compliance issues and customer service standards for the Institutional Trust Division. Provided direct management and leadership to 3 corporate officers and 2...
Aug 2004 — Aug 2006
Vice President and Relationship Manager
Reviewed and recommended plan designs for 401(k) / profit sharing plans, employee stock ownership plans, and non-qualified retirement plans for 100 relationships that spanned between Northwe...
Jul 2002 — Aug 2004
Vice President and Relationship Manager
300 5Th Ave, Pittsburgh, PA 15222
Provided investment management services to a diverse clientele while serving in administrative capacities. Created and conducted professional seminars, employee seminars, and new business p...
Aug 1996 — Jul 2002
Senior Trust Officer
621 north Robinson Ave SUITE 100, Oklahoma City, OK 73102
Administered various retirement plans, IRAs, trust accounts, and agency accounts. Developed and implemented internal control procedures, employee communication programs, and new business pre...
Mar 1995 — Aug 1996
Financial Analyst
Prepared cost center reports along with several internal accounting reports that determined loan and deposit rates. Calculated regional Federal Reserve cash levels on a daily basis and monit...
Jun 1993 — Mar 1995
Education
1988 — 1992
Occupations
Executive
Director
Chief Executive Officer
Founder
Accountant
Finance and Accounting Specialist
Operations Manager
Corporate Executive
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Retirement Planning
Estate Planning
Financial Analysis
Asset Allocation
Finance
Leadership
Relationship Management
Financial Planning
Retirement
Asset Management
Banking
Wealth Management Services
Employee Benefits
Marketing
Strategic Financial Planning
Mergers and Acquisitions
Due Diligence
High Net Worth Individuals
Corporate Finance
Financial Advisory
Investment Strategies
401K
Credit
Risk Management
Financial Services
Small Business
Cash Management
Investment Advisory
Succession Planning
Capital Markets
Financial Modeling
Retirement Plan Consulting
Certified Financial Planner
FAQs about Matt Loeffler
What is the profession of Matt Loeffler?
This professional's job is Director, Financial Planning
What jobs is Matt Loeffler a professional at?
Matt Loeffler is a professional such jobs as Executive and Director.
Where is Matt Loeffler currently located?
The professional is currently located in Sacramento, California.
Does Matt have the email address?
lo**@gmail.com is Matt Loeffler's email address.
Where did Matt Loeffler work?
This expert worked at Blue Tree Wealth Advisors, Edelman Financial Services.
What education does Matt Loeffler have?
Matt studied at the Bucknell University from 1988 to 1992.
What are the certifications of Matt Loeffler?
The expert received the following certifications: Cpa.
Are there any special industries, that Matt Loeffler is connected to?
This person works in Financial Services industry.