Sr. Wealth Manager - Retirement Plan Advisor

Matthew R. Haerr, CFA, CIMA, AIF

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+1 (951) 303-8350

Matt has been a Financial Advisor for over 20 years. He has worked with company sponsored retirement plans, family and personal wealth management, and personal retirement planning throughout his career.

His work with business owners and corporations has helped to provide their firms with solutions to company retirement plans like 401k, profit sharing and pensions.

His experience includes past positions with LPL Financial, Morgan Stanley and Smith Barney/Citigroup.

Education

Matt’s qualifications as a Financial Advisor are extensive. He has a B.S. degree in business administration and finance. He has earned the professional credentials of Chartered Financial Analyst, Certified Investment Management Analyst, and Accredited Investment Fiduciary. He is a Registered Principal and Registered Representative. He is a member of the CFA Institute, the Investment Management Consultants’ Association, and the Center for Fiduciary Studies.

CA Insurance Lic. #0A67501

Interest

Matt's interests are hiking, woodworking, and music. He plays on the worship team at Calvary Chapel Bible Fellowship in Temecula. He and his wife Trish, have 2 dogs and 3 cats.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI