Henry DeMatteis, Financial Advisor located in San Marcos, CA

Financial Advisor
Henry DeMatteis III

CFP®, CEPA®, CRPS™
100 E San Marcos Blvd, Suite 160, San Marcos, CA 92069opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Charitable Giving
  • Physicians

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Movies & Entertainment
  • Cooking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(760) 477-7540

Fax

(888) 305-0248

Office Address

100 E San Marcos Blvd
Suite 160
San Marcos, CA 92069opens in a new window

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