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Michael C. Mattison, ChFEBC℠, CBDA, Certified Financial Fiduciary®

Michael C. Mattison, ChFEBCâ„ , CBDA, Certified Financial Fiduciary®

Comprehensive Wealth Manager

ABOUT

Mike is a retirement distribution planning specialist who follows the fiduciary standard and has trained more than 2,000 financial professionals nationwide. He is nationally recognized as a public speaker on financial planning. Mike has been providing Financial services since 1996. For over 15 years, Mike has specialized in advising Federal Employees. He provides customized guidance to help Federal employees with their complex benefits and plan for retirement. Mike holds the prestigious Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) and Certified Financial Fiduciary® designations. He holds licenses in good standing for Life and Accident/Health insurance. Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance. 

Mike's focus includes:

  • Federal, State & County Employee Retirement Planning
  • Fee-based Financial Plans
  • Income Distribution Planning
  • College Funding Planning
  • Multi-Generational IRA Planning

Raised in Lakewood, NY, Mike moved to the Washington, DC area in 1985. He is married to Kathy, and they are raising their 2 children in Gaithersburg, MD.

Away from business, Mike enjoys playing sports, baking bread, cooking and travel. He is also a frequent blood platelet donor at the American Red Cross.     

  

SCHEDULING