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

Matthew D. Pardieck, CFP®

CIMA®, CLU®,

Managing Principal/Wealth Management Advisor

Raymond James

126 Seven Farms Dr, Ste 150
Daniel Island, SC 29492-8233
FINANCIAL ADVISOR'S WEBSITE
(843) 377-8448

General

Matthew Pardieck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James in Daniel Island, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources