Matthew Dolan Location
- Pleasant Hill, CA, US
Matthew Dolan Work
- 2004 -now Senior Vice President @ David White & Associates
- 1998 -2003 Advisor @
Matthew Dolan Education
- California Polytechnic State University-San Luis Obispo
B.S. (Business Administration)
1989-1994
Matthew Dolan Skills
- Financial Advisory
- Retirement Planning
- Insurance
- Fixed Annuities
- Strategic Financial Planning
- Wealth Management
- Investments
- Retirement
- Disability Insurance
- Estate Planning
- Life Insurance
- Mutual Funds
- 401k
- Finance
- Portfolio Management
- IRAs
- Small Business
- Series 7
- Investment Advisory
- Investment Strategies
- Wealth Accumulation
- Securities
- Asset Allocation
- Long-term Care
- Financial Planning
- 401(k) Retirement Savings Plans
- 401k Retirement Savings Plans
- Long Term Care
- 401 Retirement Savings Plans
Matthew Dolan Summary
- Matthew Dolan, based in Pleasant Hill, CA, US, is currently a Senior Vice President at David White & Associates. Matthew Dolan brings experience from previous roles at Woodbury Financial Services. Matthew Dolan holds a 1989 - 1994 B.S. in Business Administration @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Financial Advisory, Retirement Planning, Insurance, Fixed Annuities, Strategic Financial Planning and more. Matthew Dolan has 2 mobile phone numbers on RocketReach.
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