• Business RadioX Home
  • Our Studios
  • Be Our Guest

Listen Now!

Business Talk 24-7

Curated Collection Of The Best Interviews From Our Sandy Springs Studio



  • Best Of BRX
  • Birmingham
  • Chattanooga
  • Chicago
  • Cobb
  • Dekalb
  • Gwinnett
  • Knoxville
  • Midtown
  • North Fulton
  • Pensacola
  • Raleigh
  • Sandy Springs
  • St Louis


Subscribe to our Podcast
& Social Media!

sponsored by

Atlanta Business Radio

  • About
  • Shows
  • Contact
  • Home

David Hultstrom with Financial Architects and Matthew Fassnacht with Meridian Investment Partners

Posted on February 24, 2016
http://stats.businessradiox.com/25169.mp3

Podcast: Download

ABR_02.24.16

“Do You Have Your Financial House In Order”

David Hultstrom/Financial Architects 
President & Chief Investment OfficerFor over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.
He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.
Mr. Hultstrom then joined Financeware as the Director of Training where again he instructed financial advisors in the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.
He has served as a local chapter board member of both the Financial Planning Association and the Society of Financial Services Professionals. He is currently a member of and active in:  The Atlanta Society of Finance and Investment Professionals  The Financial Planning Association of Georgia  The Investment Management Consultants Association  The National Association of Personal Financial Advisors (NAPFA)  Mensa
He has also earned the premier industry designations, including:  Master of Business Administration (MBA)  Certified Financial Planner (CFP®)  Chartered Financial Analyst (CFA®)  Chartered Financial Consultant (ChFC®)
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals through several universities and other organizations.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a newsletter and a blog for thousands of financial professionals and has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn, and their daughter, Alexandra. In addition to her roles as wife and mother, Dawn is an avid marathon runner and a kindergarten teacher at Cherokee Christian Academy where Alex attends high school.
Phone: 770-517-8160 • Fax: 770-517-8159 • Toll Free: 888-Fin-Arch (888-346-2724) 107 Weatherstone Drive, Suite 510 • Woodstock, GA 30188 www.FinancialArchitectsLLC.com
BRX logo R
Matthew Fassnacht/Meridian Investment Partners
Chief Investment Advisor
Matthew founded Meridian Investment Partners in 2011 and manages all client assets. He is a Chartered Financial Analyst®, Certified Financial Planner™ and Certified Public Accountant. Professional memberships include the Chartered Financial Analyst Institute, Atlanta Society of Finance and Investment Professionals, Board of Certified Financial Planners and the Florida Institute of Certified Public Accountants. Matthews combination of investment and tax
experience allows him to take a comprehensive approach to wealth management and give clients the best opportunity to achieve their financial objectives. With more than 14 years of investment experience, Matthew is one of the few Chartered Financial Analysts in Georgia offering individual portfolio management services.
Facebook
Phone(s) Office, Cell, etc.:
(404) 585-5946
(404) 991-8489
 IMG_8215
Uncategorized
0

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

ITunes

Archives

    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
    • October 2014
    • September 2014
    • August 2014
    • July 2014
    • June 2014
    • May 2014
    • April 2014
    • March 2014
    • February 2014
    • January 2014
    • December 2013
    • November 2013
    • October 2013
    • September 2013
    • August 2013
    • July 2013
    • June 2013
    • May 2013
    • April 2013
    • March 2013
    • February 2013
    • January 2013
    • December 2012
    • November 2012
    • October 2012
    • September 2012
    • August 2012
    • July 2012
    • June 2012
    • May 2012
    • April 2012
    • March 2012
    • February 2012
    • January 2012
    • December 2011
    • November 2011
    • October 2011
    • September 2011
    • August 2011
    • July 2011
    • June 2011
    • May 2011
    • April 2011
    • March 2011
    • February 2011
    • January 2011
    • December 2010
    • November 2010
    • October 2010
    • September 2010
    • August 2010
    • July 2010
    • June 2010
    • May 2010
    • April 2010
    • March 2010
    • February 2010
    • January 2010
    • December 2009
    • November 2009
    • October 2009
    • September 2009
    • August 2009
    • July 2009
    • June 2009
    • May 2009
    • April 2009
    • March 2009
    • February 2009
    • January 2009
    • December 2008
    • November 2008
    • October 2008
    • September 2008
    • August 2008
    • July 2008
    • June 2008
    • May 2008
    • April 2008
    • March 2008
    • February 2008
    • January 2008
    • December 2007
    • November 2007
    • October 2007
    • September 2007
    • August 2007
Home | Our Studios | Host Services | Legal Stuff | Networking | Contact Us | Subscribe to Our eNewsletter
©