Dimi Matouchev, Financial Advisor

FINANCIAL ADVISOR
Dimi Matouchev

CFP®, CPWA®, AAMS™
1517-C Palm Boulevard, Isle Of Palms, SC 29451opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Traveling
  • Running
  • Cycling
  • Swimming

Team Members

  • Sabrina ODell
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(843) 886-9229

Fax

(877) 301-1340

Office Address

1517-C Palm Boulevard
Isle Of Palms, SC 29451opens in a new window

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