Associate Wealth Advisor @ (November 2018 - February 2021)
High Net Worth - Flagship at Vanguard @ (June 2018 - November 2018)
Support Advisor @ (January 2015 - May 2018)
Wealth Planning Specialist @ (May 2013 - June 2014)
Financial Coach @ Red to Black (August 2012 - May 2013)
Intern @ Going Brothers Financial (May 2012 - August 2012)
Matthew Rivera Education
Texas Tech University
Master of Science (M.S.) (Personal Financial Planning)
2011-2013
The University of Texas at El Paso
Bachelor of Business Administration (B.B.A.) (Accounting)
2008-2010
La Salle University
(Accounting)
2006-2008
Matthew Rivera Skills
Financial Coaching
Cache Object Script
Money Guide Pro
Tedarik Zinciri
Debt Elimination
Time Management
Photoshop
Community Outreach
Matthew Rivera Summary
Matthew Rivera, based in Plano, TX, US, is currently a Wealth Advisor at Smith Anglin Financial. Matthew Rivera brings experience from previous roles at Glenmede, Mariner Wealth Advisors and Vanguard. Matthew Rivera holds a 2011 - 2013 Master of Science (M.S.) in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Financial Coaching, Cache Object Script, Money Guide Pro, Tedarik Zinciri, Debt Elimination and more. Matthew Rivera has 1 emails and 2 mobile phone numbers on RocketReach.
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