Matt Taddei ChFC, CFP®

 

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Matt Taddei co-founded Taddei, Ludwig & Associates, Inc. in 1989.

As President and CEO of TLA, he leads the strategic planning, culture, and business development for the firm. As a client advisor, he provides business and estate planning advice and leads the firm’s Insurance Services team.

Matt graduated from Linfield College with a B.A. in Business. He holds Masters Degrees from the American College in Management and Financial Services. Additionally he is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA)professional and holds the Charter Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

A life-long Marin resident, Matt shares his energy and leadership passion in several community and professional organizations. A member of Rotary for more than 20 years, Matt served as President of the Rotary Club of Marin Sunrise and served on the advisory board of Rotary’s Rota Care Clinic of Marin. He chaired the Board of the Marin Food Bank in 2009 and 2010 and served on the Board of the San Francisco Food Bank and on the Board of Marin General Hospital.  In 2011, he was honored as the Volunteer Board Leader of the Year at the Heart of Marin Award Event.

Matt holds the following:

Industry Designations:

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU), The American College
  • Chartered Financial Consultant (ChFC), The American College
  • Certified Divorce Financial Analyst (CDFA)

Qualifying Examination:

  • Series 65 – Uniform Investment Advisor Law Examination
  • California Insurance License # 0655127

Educational Background:

  • M.S. Financial Services, The American College
  • M.S. Management, The American College
  • B.A. Business, Linfield College