MATTHEW MAI, AAMS®

Wealth Advisor

IMPACT WEALTH MANAGEMENT

 

As a financial professional and an active member of the community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of the field and develop my professional skills, I regularly attend industry training and certification programs.

 

Some of my academic achievements include graduating from the US Navy's Electronic Technician school, where I went on to serve the country for four years and three months. I’ve also received the Accredited Asset Management Specialist (AAMS®) professional designation from the College for Financial Planning. My education, experience, and professional affiliations have fostered my unique, practical approach to offering personalized financial services and advice to my clients.

 

Maintaining a strong sense of community and a solid professional foundation are very important to me. Outside of my work, I enjoy spending time with my wife and three children, playing music, traveling, and vacationing at the beach.

 

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

 

Perspective

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.

Honesty

Our clients trust us because we always give it to them straight – and we always welcome straight talk back.

Personality

Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.

Professionalism

When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

Impact Benefits & Retirement © 2017. All Rights Reserved.

 

 

Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.

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