John Mateyko, APMA®, WMCP™, RICP®
Professional Synopsis
John Mateyko APMA®, WMCP™, RICP® is a Fiduciary Financial Planner & Managing Partner at IDEX Financial. As seen in Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed.
John Mateyko a proud alum of Augustana College, class of '98, began his illustrious journey in the financial industry with Dean Witter in New York City in 1999. He has since lent his expertise as a Financial Advisor to some of the nation's premier financial institutions, including Atlas Securities, US Bancorp, Chase, and Fifth Third Securities.
In 2010, he ventured into entrepreneurship by establishing IDEX Financial, headquartered in the esteemed Zurich Towers of Schaumburg, IL. The firm witnessed significant expansion in 2018, reaching Atlanta, Georgia, through the acquisition of a financial planning practice.
Currently, John is enhancing his skills by studying for the CIMA certification through the prestigious Yale School of Management. He also holds the RICP® and the WMCP™ from the American College of Financial Planning, and the APMA® from the College For Financial Planning.
John resides in the uniquely captivating community of Serenbe in rural Georgia, a locale that has been spotlighted on the Today Show. In 2021, he initiated the Serenbe Athletic Association and serves as the Commissioner for the co-ed leagues of Chicago-style Softball and Kickball. He has a history of coaching youth basketball for Schiller Park, IL from 2008-2013, and more recently, youth sports in Serenbe in 2020-2021.
John's passion for the arts is evident. He had the unique opportunity to be Christian Bale’s part-time stand-in on the sets of Batman Begins (‘05) and Public Enemies (‘09). His love for theatre led him to create the SMZ Community Theater Group, a fund-raising initiative for Acton Academy in Serenbe, which has successfully raised $451,000 so far. Through this theatre group, he produced and directed The Trial of Ebenezer Scrooge ('21) and is preparing for It's a Wonderful Life: A Live Radio Play (set for Dec '23).
On the personal front, John proposed to his wife Slavyana in the beautiful setting of Neuschwanstein Castle in Germany. Their honeymoon was spent in the stunning Amalfi Coast, followed by a babymoon in Rome and Lake Como. Their son Sasha now enjoys summer camp at TASIS in Lugano, Switzerland.
John is an outdoor enthusiast. He has scuba dived in multiple locations including the Philippines, Hawaii, Mexico, Costa Rica, Italy, Portugal, and the whale shark exhibit at the Georgia Aquarium. His adventurous pursuits also include winning the Midwinters San Francisco Bay Race as part of the foredeck crew on the Beneteau 50 and biking down the Haleakala volcano in Maui.
See also:
https://ventsmagazine.com/2024/02/20/john-mateyko-apma-wmcp-ricp-on-estate-planning-trends-in-2024/
https://forbesswitzerland.com/john-mateyko-apma-wmcp-ricp-2023-market-review-2024-outlook/
https://nyweekly.com/business/john-mateyko-apma-wmcp-ricp-fyi-for-employers-secure-2-0-act-401ks/
https://thechicagojournal.com/january-financial-market-update-with-john-mateyko-apma-wmcp-ricp/
https://kivodaily.com/business/john-mateyko-apma-wmcp-ricp-on-emerging-trends-in-the-labor-market/
https://sanfranciscopost.com/end-of-2023-financial-checklist-with-john-mateyko-apma-wmcp-ricp/
https://www.americadailypost.com/estate-tax-exemption-sunsetting-in-2026/
https://blog.uwgb.edu/iblog/2023/11/15/john-mateyko-apma-wmcp-ricp-on-529-to-roth-ira-transfer-rule/
https://nywire.com/john-mateyko-apma-wmcp-ricp-3q23-financial-market-update/
https://ed.ted.com/on/st4OJyb5#digdeeper
https://www.buzzfeed.com/jitehe6267/life-changing-sace7xhzh
https://ceoweekly.com/john-mateyko-on-the-growing-demand-for-customizable-retirement-plans/
As Seen On
Memberships and Associations
