Cfpâ Matthew Witter's Location
Philadelphia, Pennsylvania, United States
Cfpâ Matthew Witter's Work
- Senior Vice President @ SFG Wealth Planning
- Lead Advisor and Investment Specialist @ SFG Wealth Planning
- Senior Wealth Advisor and Financial Planner @ The Sharp Financial Group
- Senior Investment Advisor and Financial Planner @ Canon Capital Management Group, LLC
- Corporate Management Trainee and Analyst @ Univest
Cfpâ Matthew Witter's Education
- Santa Clara University2019 - 2021
- West Chester University of Pennsylvania
Bachelor of Science (Finance)
2005 - 2009
Cfpâ Matthew Witter's Skills
- Investments
- Retirement
- Retirement Planning
- Finance
- Financial Planning
- Strategic Financial Planning
- Pensions
- Wealth Management
- Investment Advisory
- 401k
Cfpâ Matthew Witter's Summary
Cfpâ Matthew Witter, based in Philadelphia, Pennsylvania, United States, is currently a Senior Vice President at SFG Wealth Planning Services, Inc., bringing experience from previous roles at SFG Wealth Planning Services, Inc., The Sharp Financial Group, Canon Capital Management Group, LLC and Univest. Cfpâ Matthew Witter holds a 2019 - 2021 Santa Clara University. With a robust skill set that includes Investments, Retirement, Retirement Planning, Finance, Financial Planning and more, Cfpâ Matthew Witter contributes valuable insights to the industry. Cfpâ Matthew Witter has 2 emails on RocketReach.
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Senior Vice President at SFG Wealth Planning
Philadelphia, Pennsylvania, United States2 -
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