Mark Matos's Location
Bonita Springs, FL, US
Mark Matos's Work
- Senior Financial Advisor @ HBKS Wealth Advisors
- Managing Director @ Global Wealth Consultants LLC
- Portfolio Manager @ Fifth Third Bank
Mark Matos's Education
- The American College of Financial Services
Chartered Financial Consultant® (ChFC®) (Advanced Financial Planning)
2016 - 2017 - The American College of Financial Services
Chartered Life Underwriter® (CLU®) (Life Insurance & Financial Planning)
2014 - 2016 - The American College of Financial Services
Chartered Advisor in Philanthropy® (CAP®) (Philanthropy)
2018 - 2023
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Education Program (Certified Financial Planner™, CFP®)
2013 - 2014 - The American College of Financial Services
Retirement Income Certified Professional® (RICP®) (Retirement Income Planning)
2023 - The American College of Financial Services
Chartered Special Needs Consultant® (ChSNC®) (Planning for Families with Special Needs)
2023 - The American College of Financial Services
The Accredited Estate Planner® (AEP®), Advanced Estate Planning
2023 - Florida Gulf Coast University
Bachelor's Degree (Finance)
2003 - 2006 - Florida Gulf Coast University
Bachelor's Degree (Computer Information Systems)
2003 - 2006 - Florida SouthWestern State College
Associate of Arts (A.A.) (Accounting and Business/Management)
2000 - 2003
Mark Matos's Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Social Media
- Financial Planners
- Planning
- Fixed Income
- Bonds
- Fundamental Analysis
- Retirement Planning
Mark Matos's Summary
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