Christy
Matzen

Northstar Investment Advisory LLC

CRD#6155768
Investment Advisor
in West Hollywood, CA

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About this Advisor

Christy Matzen is a financial advisor based in West Hollywood, California, working with Northstar Investment Advisory LLC. Christy has previously held positions at Valmark Securities, Inc, The Capital Chart Room, LTD, The Ayco Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, Zoe Financial, Jp Morgan Chase, and Northstar Investment Advisory LLC. Christy has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Christy is part of Northstar Investment Advisory LLC, which operates out of West Hollywood, California. The firm has 11 offices and 12 employees. The services offered by the firm include financial planning services and educational seminars. The fee structure at Northstar Investment Advisory LLC includes fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Educational seminars/workshops

Fee Structure

Fixed Fees

Office Location

8605 Santa Monica Blvd Pmb 65044
West Hollywood, CA 90069

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Northstar Investment Advisory LLC Brokerage Details

Total Number of Employees

12

CA Average: 43

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops

Christy Matzen Work History

2022 - Present (2 years)

Northstar Investment Advisory LLC

2022 - 2022 (< 1 year)

Jp Morgan Chase

2021 - 2021 (< 1 year)

Goldman Sachs & Co. LLC

2021 - 2022 (1 year)

Zoe Financial

2015 - 2021 (6 years)

The Ayco Company, L.P./Mercer Allied

2014 - 2014 (< 1 year)

Valmark Securities, Inc

2013 - 2014 (1 year)

The Capital Chart Room, LTD

Disclosures

Please visit the SEC profile of Christy Matzen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northstar Investment Advisory LLC

James Murphy
Provo, UT
Kirk Porter
Scottsdale, AZ
John Smith
West Hollywood, CA
Christopher Pimpo
Peoria, AZ
Jaisy Prem
Fresno, CA
Diana Freeburg
San Francisco, CA
Cody Winter
Sodus Point, NY
Christy Matzen
West Hollywood, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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