Matthew Francesco
Member, Managing Principal at DiFrancesco Financial Concierge, LLC | Johnstown, Pennsylvania, United States
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Matthew Francesco, as a Member and Managing Principal at DiFrancesco Financial Concierge, LLC, brings a wealth of expertise and a unique perspective to the realm of financial planning, particularly for families and businesses in the collision industry. His dedication to fostering multi-generational wealth is not just a professional mission; it is a personal commitment to helping families create legacies that endure through generations. With a specialized focus on family businesses, Matthew understands the intricate dynamics that come into play, especially in industries like collision repair, where family ties often intertwine with business operations.
As the only Certified Exit Planner™ (CExP™) in the collision industry, Matthew is uniquely positioned to guide business owners through the complexities of succession planning and exit strategies. His role as a personal financial concierge means he prioritizes understanding each family's unique goals, dreams, and financial concerns. This personalized approach allows him to craft tailored strategies that encompass life insurance planning, retirement plan consulting, and college funding strategies, ensuring that families are well-prepared for both expected and unforeseen financial challenges.
Matthew's skills extend beyond traditional financial planning; he is also adept in leadership development and creative financing, which are essential for navigating the evolving landscape of small businesses. His commitment to life coaching and elder care reflects his holistic approach to financial well-being, emphasizing the importance of aligning financial strategies with personal values and aspirations. Through his work at DiFrancesco Financial Concierge, LLC, Matthew Francesco is not just a financial advisor; he is a trusted partner in building a secure and prosperous future for families in the collision industry and beyond.
Member, Managing Principal at DiFrancesco Financial Concierge, LLC in November 2017 to Present
Member, Managing Principal at DiFrancesco Financial Concierge, LLC d/b/a DiFrancesco Virtual Family Office in June 2018 to Present
Principal at High Lift Financial at HighLift Financial in March 2021 to Present
Principal at DiFrancesco PHO Coaching in April 2015 to June 2018
Managing Principal at DiFrancesco Financial Concierge in November 2013 to February 2018
Financial Advisor - Stifel at Stifel Financial Corp. in September 2009 to November 2013
Financial Advisor at UBS Financial Services, Inc. in June 2005 to September 2009
Territory Sales Manager-Philip Morris USA at Altria in November 1996 to February 2005
Sales Representative and Field Trainer at Premier Farnell in October 1993 to November 1996
Freelance Photographer at Freelance Photographer in August 1989 to October 1993
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Project Management
Fiduciary Services
Financial Coaching
Strategic Financial Planning
Personal CFO
Wealth Management
Life Coaching
Retirement Planning
Business Strategy
Investments
Life Insurance Planning & Analysis
Business Planning
Estate Planning
College Funding Strategies
Retirement Plan Consulting
Charitable Gift Planning
Family Wealth Management
Entrepreneurship
Qualified Retirement Plans
Elder Care
Survivor Income
Social Security
Succession Planning
Leadership Development
Leadership
Employee Benefits
Portfolio Management
Alternative Investments
Small Business
Non-profit Boards
Personal Development
Creative Financing
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What is Matthew Francesco email address?
Email Matthew Francesco at [email protected]. This email is the most updated Matthew Francesco email found in 2026.
What is Matthew Francesco phone number?
Matthew Francesco phone number is +18145252065 and +18145412223.
How to contact Matthew Francesco?
To contact Matthew Francesco send an email to [email protected]. If you want to call Matthew Francesco try calling on +18145252065 and +18145412223. (updated on October 29, 2024)
What is Matthew Francesco net worth?
Matthew Francesco has an estimated net worth of $375,000 to $499,999
What company does Matthew Francesco work for?
Matthew Francesco works for DiFrancesco Financial Concierge, LLC
What is Matthew Francesco's role at DiFrancesco Financial Concierge, LLC?
Matthew Francesco is Member, Managing Principal
What industry does Matthew Francesco work in?
Matthew Francesco works in the Financial Services industry.
Matthew Francesco Email Addresses
Matthew Francesco Phone Numbers
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