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Matthew Frank Taddei

Matthew F. Taddei

WESTHILL FINANCIAL ADVISORS
SAN RAFAEL, CA 94901
CRD#: 1231923
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Matthew Frank Taddei
Matthew Frank TaddeiWESTHILL FINANCIAL ADVISORS

Professional summary

Matthew Frank Taddei, CFP®, ChFC®, CLU®, who also goes by Matt Taddei, is a registered financial advisor currently at WESTHILL FINANCIAL ADVISORS, INC. located in San Rafael, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?
Business Succession Planning
Budgeting
Socially Responsible Investing
Divorce Planning
Estate Planning
Life Transitions
Education Planning
Investment Planning
Retirement Planning
Debt Management
Retirement Income Management
Long-term Care
Employee and Employer Plan Ben...
Insurance Planning
Social Security Planning
Tax Planning
Inheritance
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Matt Taddei

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Frank Taddei's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1997

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

March 11, 2010 - Present

WESTHILL FINANCIAL ADVISORS, INC.

Office #1: 999 Fifth Ave., Suite 300, San Rafael, CA 94901
RIA
CRD#: 152506
SAN RAFAEL, CA
Past

January 19, 2007 - October 6, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SAN RAFAEL, CA
Past

January 19, 2007 - July 5, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SAN RAFAEL, CA
Past

July 8, 1997 - January 22, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN RAFAEL, CA
Past

February 9, 1984 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 9, 1984 - January 22, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN RAFAEL, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WESTHILL FINANCIAL ADVISORS, INC.
TADDEI, LUDWIG & ASSOCIATES, INC. | WESTHILL FINANCIAL ADVISORS, INC.

CRD#: 152506 / SEC#: 801-71005

RIA
Registered Investment Advisory firm - (1/21/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/11/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/3/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/7/1984
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WF
WESTHILL FINANCIAL ADVISORS, INC.
TADDEI, LUDWIG & ASSOCIATES, INC. | WESTHILL FINANCIAL ADVISORS, INC.

CRD#: 152506 / SEC#: 801-71005

RIA
Registered Investment Advisory firm - (1/21/2010 Approved)
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Contact information

Main Address
999 Fifth Ave., Suite 300, San Rafael, CA 94901
Mailing Address
Phone number
(415) 456-2292
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WESTHILL FINANCIAL FORM ADV PART 2A (3/12/2026)

Regulatory assets under management

Total Number of Accounts1,272
AUM (Assets Under Management)$ 789,441,128

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WESTHILL FINANCIAL ADVISORS, INC.

CRD#: 152506San Rafael, CA 94901

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