Matthew Belardes is a highly qualified professional, who works in Praesidio Estate Planning on the position of Estate Planning Attorney since 2019. This expert has earned professional experience in more than six positions at various companies. Matthew Belardes went to the University of San Diego and was studying there from 2008 to 2011. This professional has such professional qualifications as Certified Financial Planner™, Chartered Financial Analyst, and Attorney and Counselor. San Diego, California is the city, where the professional was known to settle. The person's email address and phone number can be accessed through this website on demand.
Name variants:
Mathew Belardes,
Matthieu Belardes,
Matt Belardes,
Mat Belardes,
Matty Belardes,
Mattie Belardes
Contact Information
Last Update
Jul 13, 2022
Location
San Diego, CA
Company
Praesidio Estate Planning
Workplace
Estate Planning Attorney
Work History
Estate Planning Attorney
I began Praesidio Estate Planning in 2019 in response to seeing clients and the public overcharged and under-served by legal professionals. Too many clients reported to me that they paid sev...
from Jul 2019
Financial Advisor
1 north Jefferson Ave St, Louis, MO
While at Wells Fargo Advisors I had the pleasure to work with the Shallan Geffen Group at the La Jolla, CA office. My duties included client acquisition and relationship management as well a...
Oct 2016 — Jun 2017
Wealth Management Specialist and Portfolio Associate
8910 University Center Ln SUITE 150, San Diego, CA 92122
As a Wealth Management Specialist and Portfolio Associate I have dual roles working with clients to address their financial planning and wealth management needs as well as participate in the...
from Jun 2017
Business and Portfolio Analyst
While at Credit Suisse Private Bank, I served as the lead Business and Portfolio Analyst for the San Diego office. With a team advising on over 1 billion in assets under management, my respo...
Dec 2013 — Jun 2016
Corporate Relationship Manager
1585 Broadway, New York, NY 10003
As a Corporate Relationship Manager at Morgan Stanley, I worked as part of a six-person team specializing in the equity compensation plans of several Fortune 500 companies as well as the inv...
Jan 2008 — Dec 2013
Registered Representative
601 Congress Street Brg, Boston, MA 02210
My path in the financial services industry started at John Hancock. I began by working with individual investors to review their retirement portfolios and insurance needs in the context of l...
Jun 2006 — Jan 2008
Education
2008 — 2011
2002 — 2006
Occupations
Lawyer
Paralegal
Litigation Support Specialist
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investment Planning
Investment Strategies
Asset Allocation
Concentrated Stock Management
Financial Advisory
Financial Services
Retirement Planning
Wealth Preservation Planning
401 Rollovers
Estate Planning
Financial Planning
Investment Management
FAQs about Matthew Belardes
What is the main profession of Matthew Belardes?
This professional's job is Estate Planning Attorney
What jobs is Matthew proficient at at?
The expert is a professional Lawyer and Paralegal jobs.
Where does Matthew Belardes live?
The professional lives in San Diego, California.
Where did Matthew Belardes work?
This expert worked at Praesidio Estate Planning, Wells Fargo Advisors.
What education does Matthew Belardes have?
Matthew studied at the University of San Diego from 2008 to 2011.
Are there any professional certifications, that Matthew Belardes has?
This expert received the following certifications: Certified Financial Planner™, Chartered Financial Analyst, and Attorney and Counselor.
What is professional industry that Matthew Belardes is connected to?
Matthew Belardes works in Financial Services industry.
What are the skills of Matthew Belardes?
This professional has such skills as Investment Planning, Investment Strategies, Asset Allocation, Concentrated Stock Management, Financial Advisory, Financial Services, and Retirement Planning.