Matthew Frank Taddei

Employer firm

Westhill Financial Advisors, Inc. CRD 152506

$789M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Westhill Financial Advisors, Inc.
  San Rafael, CA

Previous Registrations

• 2007-01-19 → 2010-10-06
  Cambridge Investment Research Advisors, Inc.
  San Rafael, CA
• 1997-07-08 → 2007-01-22
  Equitable Advisors, Llc
  San Rafael, CA
  San Rafael, CA

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 999 Fifth St. Suite 300 San Rafael, CA 94901; President & CEO; 35% Ownership Interest; 1-5 Hours/month during non-business hours 2) Advisory Council Member of Heritage Bank of Commerce; Non-Paid Member; 999 5th Ave, Suite 100, San Rafael, CA 94901

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-15
• S63 Uniform Securities Agent State Law Examination
  1995-05-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matt Taddei