Watch this video to learn more about Director of Advisor Services, Matt Neff, CRPC®, AIF®.

Matt joined Petersen Hastings in 1999 and has over two decades of advisory experience, primarily developing and servicing Individuals and Families and Corporate Retirement Plan clients. His career foundation began with a Bachelor of Arts degree in Accounting from Washington State University.

With a heart of a teacher, Matt is focused on helping people utilize their strengths to achieve their goals. To help others, he naturally brings an organized and methodical approach, blended with compassion and an individual understanding, while also being proactive to potential or current obstacles. As the Director of Advisor Services, Matt’s primary responsibilities include managing the firm’s advisory team, providing service to clients, and acting as a member of both the Petersen Hastings Leadership Team and Board of Directors….(read more)

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Matt Neff is the Meet Director of Advisor Services and is a Certified retirement planning Counselor (CRPC®) and an Accredited Investment Fiduciary (AIF®). With over 15 years of experience in the financial industry, Matt brings a wealth of knowledge and expertise to his role. As Meet Director of Advisor Services, Matt is responsible for leading a team of professionals who support financial advisors in delivering exceptional service to their clients.

Matt’s career in finance began when he earned his degree in Business Administration from Loyola Marymount University. After graduation, he joined a financial consulting firm where he quickly established himself as a top performer. He later went on to manage an investment consulting team and later became a financial advisor.

With his experience as a financial advisor, Matt understands the challenges that financial advisors face. He knows that developing strong relationships with clients is crucial to success, but also recognizes the importance of staying up-to-date on industry trends and regulations. By leading a team of professionals who provide support and guidance to financial advisors, Matt is able to help advisors navigate these challenges and provide the best possible service to their clients.

One of the key focuses of the Advisor Services team is helping advisors with retirement planning. As a CRPC®, Matt has deep knowledge of the complexities of retirement planning, from establishing a plan to managing assets, to creating a reliable income stream. By providing advisors with access to industry-leading tools and resources, Matt and his team are able to help advisors develop comprehensive, customized retirement plans for their clients.

In addition to his role as Meet Director of Advisor Services, Matt is an active member of his community. He volunteers his time with a number of local charities and organizations, and is passionate about giving back. He also enjoys spending time with his family, golfing, and exploring the outdoors.

In conclusion, Matt Neff is a seasoned finance professional with a passion for helping advisors deliver exceptional service to their clients. His expertise in retirement planning, coupled with his leadership acumen, make him well-suited for his role as Meet Director of Advisor Services. Through his work with financial advisors and his community, Matt continues to make a positive impact on those around him.