Matthew J. Stebnicki

STEBNICKI FINANCIAL PLANNING

San Francisco, CA

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CRD#: 7226250

Professional summary

Matthew John Stebnicki, CFP®, who also goes by Matthew Stebnicki, is a registered financial advisor currently at STEBNICKI FINANCIAL PLANNING located in San Francisco, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 1 firm .

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Budgeting

Education Planning

Debt Management

Tax Planning

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Corporate Executives

Entrepreneurs

Estate & Generational Planning...

Are you a "fiduciary"?

Yes

Aliases

Matthew Stebnicki

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 John Stebnicki's 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: 2019

Experience

Current

April 8, 2020 - Present

STEBNICKI FINANCIAL PLANNING

RIA

CRD#: 307237

San Francisco, CA

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
(4/8/2020)

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

Current Firm

STEBNICKI FINANCIAL PLANNING

STEBNICKI FINANCIAL PLANNING | STEBNICKI FINANCIAL PLANNING LLC

CRD#: 307237 / SEC#:

California

Registered Investment Advisory firm - (4/8/2020 Approved)

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Contact information

Main Address

San Francisco, CA

Mailing Address

Phone number

(415) 377-9475

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 1,047,037

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.

Contact information

(xxx) xxx-xxxx

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Matthew J. Stebnicki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Stebnicki's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEBNICKI FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Current Firm

STEBNICKI FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STEBNICKI FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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