Dimi Matouchev, Financial Advisor located in Isle Of Palms, SC

Financial Advisor
Dimi Matouchev

CFP®, CPWA®, AAMS®
1517 Palm Boulevard Suite C, Isle Of Palms, SC 29451opens in a new window
Client by Referral
Serving clients with $1,000,000
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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
  • Reagan Farmer
    Branch Office Administrator
  • Isabella Staley
    Branch Office Administrator

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

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