Matthew Crooks, Financial Advisor located in Santa Rosa, CA

Financial Advisor
Matthew Crooks

AAMS®, CRPC™
1625 Terrace Way Suite B, Santa Rosa, CA 95404opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • New Investors
  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Sustainable Investing

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Cooking
  • Hiking
  • Soccer

Team Members

  • Mary Farrar
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(707) 843-3223

Fax

(855) 533-6202

Office Address

1625 Terrace Way Suite B
Santa Rosa, CA 95404opens in a new window

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