Matthew Waldman
Founder Wealth Advisor at Divvi Wealth Management
Based in Kansas City, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Kansas City
Industry
Financial Services
Company size
4
Contact information
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m•••••••@divviwealth.com
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Background
About Matthew Waldman
At Divvi Wealth Management, our team champions smart financial planning and wealth creation, backed by my seasoned expertise as a Certified Retirement Plans Specialist™. With a visionary approach, we prioritize asset preservation and innovative solutions for our clients' diverse aspirations. Our firm's ethos is grounded in delivering personalized advice that resonates with each individual's life story and financial dreams. My stewardship extends beyond advising to spearheading our marketing strategy, fostering educational initiatives, and nurturing keynote speaker relations. These responsibilities underscore my commitment to continual learning and development within the financial advisory landscape. At the core, it's about challenging the status quo and committing to a future where our clients' financial goals are not just met but exceeded through strategic and comprehensive counsel.
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