portrait of Henry DeMatteis III
FINANCIAL ADVISOR

Henry DeMatteis III

CFP®, CEPA®, CRPS™
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Divorce Finances

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hockey
  • Traveling
  • Fine Dining

Team Members

  • Shannon York
    Branch Office Administrator

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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

(844) 806-8039

Office Address

911 A Hacienda Dr
Vista, CA 92081opens in a new window

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