Matthew Kalajian, CFP®
Charlotte, North Carolina, 28211
Member Since 2011
Our belief is that real financial planning is not only about products or even a formal plan document, but rather about smart and meaningful conversations.
Our process is critical to our success. We value a systematic approach to financial planning and investing based on providing comprehensive advise.
We seek to align your use of capital with your values by helping you find that place where your money and your lives intersect.
We are privileged to contribute to our clients financial growth and to serve their needs while setting them up for success.
My Location
Background Information
Years of Financial Experience
- 13
Education
- Elon College (BA, Communications)
- Queens University (2years in Financial Planner Program)
Certifications and Designations
- CFP®
Association Memberships
- CFP Board of Standards, Inc.
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Janney Montgomery Scott LLC
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them semi-annually and upon request
Registration & Licensing
- CRD/IARD Number: 5186904
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Janney Montgomery Scott, LLC
- Broker/Dealer: Janney Montgomery Scott, LLC
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care
Visit Website - http://www.nancekalajian.com
