Matt Wallen Email & Phone Number
Founder @ Confluence Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matt Wallen Location
- Fort Mill, SC, US
Matt Wallen Work
- 2022 -now Founder @
- 2020 -2022 Partner Advisor @
- 2007 -2020 Associate Advisor @ Feehan Financial Services
Matt Wallen Education
- State University of New York at Binghamton
BA (Math)
2002-2006 - CFA Institute
CFA Charterholder
Matt Wallen Skills
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Mutual Funds
- Insurance
- Series 7
- Long-term Care
- Disability Insurance
- Coaching
- Microsoft Office
- Asset Allocation
- Investments
- Retirement
- Fixed Annuities
- 401k
- Retirement Planning
- Investment Strategies
- Life Insurance
- Leadership
- Series 63
- Sales
- Finance
- Strategic Planning
- Microsoft Excel
- Long Term Care
- Financial Analysis
- Financial Planning
Matt Wallen Summary
- Matt Wallen, based in Fort Mill, SC, US, is currently a Founder at Confluence Wealth Management. Matt Wallen brings experience from previous roles at AdvicePeriod and Feehan Financial Services. Matt Wallen holds a 2002 - 2006 BA in Math @ State University of New York at Binghamton. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Wealth Management, Mutual Funds, Insurance and more. Matt Wallen has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matt Wallen?
Find contact details for 700 million professionals.
Others Named Matt Wallen
Matt Wallen
CEO
Nogales, AZ, US
Matt Wallen
Founder
Fort Mill, SC, US
Matt Wallen
PE Teacher and Football Coach
Oklahoma City, OK, US
Matt Wallen
Group Manager, Product Design
Littleton, CO, US
Matt Wallen
Critical Operations
Woodbridge, VA, US
Matthew Wallen
Division Director for Reserve Personnel Management
Parkersburg, WV, US
Top Confluence Wealth Management Employees
Matt Wallen
Founder
Fort Mill, SC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co