John Mateyko, APMA®, WMCP™, RICP®
Managing Partner, Financial Planner
Mr Mateyko started as a Financial Advisor Trainee for Dean Witter Reynolds (now Morgan Stanley) in New York City in 1999 and has been a Series 7, 63, 65 Registered Representative (RR) and Registered Investment Advisor Representative since 2000. He firmly believes that retirement income planning requires different skills and tools than those used for wealth accumulation.
About the APMA®
Accredited Portfolio Management Advisor℠
The College for Financial Planning®
APMA® designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. With hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio.
About the WMCP™
Wealth Management Certified Professional®
The American College of Financial Services
The WMCP™ is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of five units, Life-Cycle, Goal Based Planning, Efficient Investment Portfolios, Financial Instruments, Strategic Wealth Management, and Complex Planning Strategies. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
About the RICP®
Retirement Income Certified Professional®
The American College of Financial Services
As a Retirement Income Certified Professional® (RICP®) John specializes in helping clients create retirement income plans. The RICP® educational curricula is one of the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
Using the most current techniques, RICP®'s identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. Individuals who earn a RICP® can provide advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.
John enjoys spending time in the wonderful rural wellness community of Serenbe in Georgia with his wife Slavyana, son Sasha, and their Gold Coast Dog Show “Participation Award” winning dog, Rosco. (pictured)