Matthew Arthur Tarini
CFP®Professional Summary
Matthew Arthur Tarini, CFP® is a registered financial advisor currently at FOCUSED ALPHA, LLC located in Phoenix, Arizona. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
FOCUSED ALPHA, LLC | MKF PRIVATE WEALTH MANAGEMENT | GOLDIN WEALTH MANAGEMENT | FOUR CORNERS WEALTH PARTNERS
Contact Information
Main Address
5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111Phone Number
(303) 529-5100# of Employees
8SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,514AUM (Assets Under Management)
$663,949,974Similar Advisors
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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.
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Primary Firm SEC Registration
FOCUSED ALPHA, LLC | MKF PRIVATE WEALTH MANAGEMENT | GOLDIN WEALTH MANAGEMENT | FOUR CORNERS WEALTH PARTNERS
State Registrations and Notice Filings
(10/30/2024)
(4/6/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2009About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2009About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Arthur Tarini's CRS (Customer Relationship Summary).
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