Brian Matthews Email & Phone Number
Founder and Private Wealth Advisor @ Olympic Family Office
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Brian Matthews Location
- Las Vegas, NV, US
Brian Matthews Work
- Founder and Private Wealth Advisor @ (February 2025 - Present)
- Vice President, Wealth Advisor @ (January 2025 - February 2025)
- Wealth Advisor @ (July 2023 - January 2025)
- Investment Consultant @ (July 2020 - July 2023)
- AFDP Intern @ (June 2019 - August 2019)
- Intern @ (September 2018 - December 2018)
Brian Matthews Education
- Brigham Young University
Finance (Business)
- Boston University
Certified Financial Planner (Finance)
Brian Matthews Skills
- Business Strategy
- Certified Financial Planner
- Estate Planning
- Estate Tax Planning
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Modeling
- Financial Planning
- Financial Reporting
- Investment Management
- Investment Planning
- Investment Strategies
- Leadership
- Life Insurance
- Lifestyle Services
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Philanthropic Planning
- Public Speaking
- Research
- Retirement
- Retirement Planning
- SQL
- Sales
- Series 65
- Tableau
- Tax Optimization
- Tax Planning
- Team Leadership
- Teamwork
- Time Management
- Track and Field
- Wealth Management Services
- Wealth Transfer Strategy
Brian Matthews Summary
- Brian Matthews, based in Las Vegas, NV, US, is currently a Founder and Private Wealth Advisor at Olympic Family Office. Brian Matthews brings experience from previous roles at SteelPeak Wealth, The Investment Counsel Company and Walmart. Brian Matthews holds a Finance in Business @ Brigham Young University. With a robust skill set that includes Business Strategy, Certified Financial Planner, Estate Planning, Estate Tax Planning, Financial Accounting and more. Brian Matthews has 1 emails and 1 mobile phone numbers on RocketReach.
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