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Matthew J. Fallon, CFP

Certified Financial Planner with 11 years experience

Ameriprise Financial Services, Inc.

White Plains

NY

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ids Life Insurance Company 14 years, 4 months Jan 2004 - Present
University of Delaware 4 years, 3 months Sep 1999 - Dec 2003

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Fund Specialist
    Designation
    Certified Fund Specialist
    CFS Designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. Does not license individuals to buy or sell mutual funds.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Matthew Fallon

Pay Down Debt or Save for Retirement?
Published 2015-03-26 10:36:54
Fixed vs Adjustable Rate Mortgages
Published 2015-03-20 08:27:04
Investing in Bonds
Published 2015-03-12 07:51:29
Investing In Stocks
Published 2015-03-06 09:05:44
Confident Retirement?
Published 2015-02-26 11:02:43
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      1
    • as of date
      Jul 9, 2013
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      Nov 10, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 11, 2016
      • $99.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 146
        number of clients
      • $678.1K
        Estimated Average Account Balance Per Client

    Ameriprise Financial Services, Inc.

    Last updated on Aug. 31, 2017
      • $198.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1M
        Accounts
      • $173.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees