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Matthew Truscott, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Matthew Truscott

CRPC

Financial Advisor

Managing Director
Core Focus Financial Group

An Ameriprise Platinum Financial Services® Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 33 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BA, Business Administration, California State University, Fresno, CA

Awards & recognition

  • Core Focus Financial Group, Ameriprise Client Experience Award, 2020, 2023
  • Ameriprise Circle of Success, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Five Star Wealth Manager, Washington state, 2024

Previous experience

  • Senior Financial Advisor, Merrill Lynch, Bellevue, WA, 2011-2019

Community participation

Bellevue Chamber of Commerce

Interests

Recently got married in San Diego to my wife Missy

Missy is a phlebotomist and professional fitness athlete

We have three Dachshunds (Schultze, Athena and Leo)

We reside in Redmond

I enjoy sports, weightlifting and photography. In our free time my wife and I enjoy going to Mariner’s games, hiking and playing with our dogs

I love traveling anywhere with a beach or experiencing nature. My favorite trips were Great White Shark diving in Mexico and seeing Polar Bears in Alaska.