Matt Pearson Location
Mercer Island, WA, US
Matt Pearson Work
- 2025 - now Managing Director @ Creative Planning
- 2022 - 2025 Director, Managing Director @ Fidelity Investments
- 2018 - 2022 Vice President @ Heffernan Insurance Brokers
- 2015 - 2018 Vice President @ USI Consulting Group
Matt Pearson Education
- Western Washington University
International Business (Economics)
2011 - 2013
Matt Pearson Skills
- Retirement Plan Consulting
- Financial Wellness
- Financial Advisory
- 401(k) Retirement Savings Plans
- Investment Strategies
- Strategic Planning
- Mutual Funds
- Financial Services
- Wealth Management
- Business Planning
Matt Pearson Summary
Matt Pearson, based in Mercer Island, WA, US, is currently a Managing Director at Creative Planning. Matt Pearson brings experience from previous roles at Fidelity Investments, Heffernan Insurance Brokers and USI Consulting Group. Matt Pearson holds a 2011 - 2013 International Business in Economics @ Western Washington University. With a robust skill set that includes Retirement Plan Consulting, Financial Wellness, Financial Advisory, 401(k) Retirement Savings Plans, Investment Strategies and more. Matt Pearson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
-
Tom Zgainer
Founder AB401k at Creative Planning
Scottsdale, AZ, US35+ -
Nick Jacobson
Chief Marketing Officer at Creative Planning
Overland Park, KS, US25+ -
Jonathan Knapp
Chief Operating Officer at Creative Planning
Prairie Village, KS, US35 -
Lawrence Tynes
Managing Director | Sports at Creative Planning
Overland Park, KS, US25+ -
Chatten Scruggs
CTO at Creative Planning
Leawood, KS, US15+ -
Megan Schmitz
Chief People Officer at Creative Planning
Leawood, KS, US25+ -
Matt Pearson
Managing Director at Creative Planning
Mercer Island, WA, US25+ -
Rodney Balbuena
Managing Director at Creative Planning
Los Angeles, CA, US23 -
Gary Disalvo
Managing Director at Creative Planning
St. Louis, MO, US22 -
Thomas Panoplos
Managing Director at Creative Planning
Northbrook, IL, US14 -
Tom Demko
Managing Director at Creative Planning
Beverly Hills, CA, US23 -
Stacey Velez
Managing Director at Creative Planning
Martinez, CA, US25 -
Ken Zarske
Managing Director at Creative Planning
Minneapolis, MN, US31 -
Annie Tronoski
Managing Director at Creative Planning
New York, NY, US43
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