Money Matters, a financial services firm that provides pre-retiree and retiree clients with wealth management and investment plans, has opened a new office in Los Angeles. This is the firm’s eighth location.
Dean Heimbach will oversee all regional client relationships. Heimbach has over 20 years of experience in the financial services industry and will be responsible for creating and implementing long-term financial plans for clients. Previously, Heimbach held various financial services positions with GE, Transamerica and Fidelity Investments.
Headquartered in Dallas, Texas, and with over $2.1 billion in AUM, Money Matters also hosts a weekly radio show, Money Matters with Ken Moraif. The show is designed to educate listeners over the age of 50 about investment, financial and retirement topics.
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