Matthew Palumbo Location
- Kirkland, WA, US
Matthew Palumbo Work
- 2015 - now CEO and AWMA® Wealth Advisor @ Esoteric Wealth Partners "Unbiased Advice with Integrity"
- 2016 - 2017 Managing Partner @ Sentry Northwest LLC
- 2011 - 2015 Wealth Management Advisor @
- 2008 - 2011 Wealth Management Advisor @
Matthew Palumbo Education
- University of Phoenix
Bachelor’s Degree (BS in Finance)
2011 - 2013 - College for Financial Planning
Accredited Wealth Management Advisor Designation (Finance, General)
2011 - 2011
Matthew Palumbo Skills
- Financial Planning
- Portfolio Management
- Wealth Management
- Financial Services
- Investments
- Finance
- Risk Management
- Asset Management
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Retirement Income Strategies
- 401k Rollovers
Matthew Palumbo Summary
- Matthew Palumbo, based in Kirkland, WA, US, is currently a CEO and AWMA® Wealth Advisor at Esoteric Wealth Partners "Unbiased Advice with Integrity". Matthew Palumbo brings experience from previous roles at Sentry Northwest LLC, Palumbo Wealth Strategies and Waddell & Reed. Matthew Palumbo holds a 2011 - 2013 Bachelor’s Degree in BS in Finance @ University of Phoenix. With a robust skill set that includes Financial Planning, Portfolio Management, Wealth Management, Financial Services, Investments and more. Matthew Palumbo has 2 emails and 1 mobile phone numbers on RocketReach.
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