Matthew D. Gelfand,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew D. Gelfand, CFP®

Ph.D., CFA,

Managing Director

Rockefeller Capital Management

4202 Rosemary St
Chevy Chase, MD 20815

General

Matthew Gelfand is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rockefeller Capital Management in Chevy Chase, MD and the surrounding communities.

Financial Advisor Overview

For more information about Rockefeller & Co., please visit www.rockco.com

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth

More

Helpful Financial Planning Resources