Matthew Traub, CFP
Affinity Capital Advisors LLC
Certified Financial Planner in Berkeley, CA
https://www.affinitycapadv.com/
Address:825 Page St
Berkeley, CA 94710
About Matthew Traub
Matthew Traub is a financial professional at Affinity Capital Advisors LLC located in Berkeley, California. Matthew Traub holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Matthew Traub provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Matthew Traub825 Page St
Berkeley, CA 94710
Phone Number:
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Website:
https://www.affinitycapadv.com/
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