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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance

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
Mom and Dad Money, LLC 3 years, 5 months Jan 2014 - Present
Mom and Dad Money 3 years, 6 months Dec 2013 - Present
Gennius, Inc. 6 years, 6 months May 2007 - Nov 2013

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Matthew Becker

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 3, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Mom and Dad Money

Last updated on June 2, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements