Matthew Mullowney, CPFA
President/ Wealth Advisor
tel: 707.239.8272
fax: 888.321.2010
txt: 707.651.6151
web: www.cadillacwealthadvisors.com
email:
loc: 13683 Oakley Ln, St Francisville, LA 70775
Brokercheck: https://brokercheck.finra.org/
Matthew B. Mullowney is the founder and president of Cadillac Wealth Advisors, an independent investment advisory firm. Matthew serves business owners, pre-retirees, and retirees in making prudent financial decisions and builds a sustainable, enjoyable future. He has a passion for helping his clients see a clear path in balancing life and opportunities by executing goals-based financial planning.
Matthew has a distinctive, collaborative process to enabling his clients to stay firmly on track and clearly understand the opportunities ahead. With the heart and care of a teacher, Matthew enjoys educating his clients who seek to clearly understand their retirement plan and goals and how to navigate their investment concerns. Gathering years of experience as a financial fiduciary and knowledge of the business world, he focuses on crafting an actionable and comprehensive plan that coincides with what is most important to them.
Over the years, Matthew has augmented his knowledge for business-based retirement plans by obtaining his designation as a Certified Plan Fiduciary Advisor. He also believes social security benefits, requires special care and execution, so he obtained his National Social Security Advisor certification. Matthew has served numerous recognized investment firms honing his craft in the industry including, Wells Fargo Advisors, New Aspect Financial Services, and Vintage Wealth Advisors. Matthew gives credit to his father who started schooling him in the investment world at the young age of 16 years old.
Originally from the state of Michigan, Matthew has been involved in the fine hospitality industry for over a decade-and-a-half. Before stepping into the world of financial advisory, he served as a Professional Michelin-rated Chef for over 15 years. During this time, Matthew has had the luxury to travel the country and served in Phoenix, Arizona, Orlando, Florida, Nantucket, Massachusetts, and Chicago, Illinois. A graduate of Scottsdale Culinary Institute, he always had an unparalleled love for food and a passion for serving others. After concluding his culinary career at a Michelin Star Restaurant in Napa, California, Matthew stepped into the financial world to carry forward his passion for hospitality, serving others, and seeing others succeed under his guidance. Matthew’s business is driven by a holistic-coaching approach, and developing customized advice to every client.
Matthew is a family man who, above all things, cherishes spending time with his wife and kids. His prior career as a professional chef still shows a prominent passion through his continued love for entertaining and enjoying finely crafted food.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Cadillac Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Cadillac Wealth Advisors, and LPL Financial are separate entities
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.