Matthew Tomlin Email & Phone Number
Private Wealth Manager @ Creative Planning
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Matthew Tomlin Location
- Independence, MO, US
Matthew Tomlin Work
- 2024 -now Private Wealth Manager @
- 2020 -2024 Associate Director | Financial Planning @
- 2019 -2020 Investment Specialist - Business Retirement Services @
- 2018 -2019 Investment Representative @
- 2017 -2018 Teaching Assistant @
- 2017 -2018 Speaker Coordinator @
- 2017 -2018 President @ Office for Financial Success
- 2017 -2017 Sales and Distribution Intern @
- 2016 -2016 Wealth Management Intern @ Freedom Wealth Advisors, LLC
Matthew Tomlin Education
- Stagen Leadership Academy 2023-2023
- University of Missouri-Columbia 2014-2018
Matthew Tomlin Skills
- Tax Preparation
- Investment Planning
- Retirement Savings and Income Planning
- General Principles of Financial Planning
- Risk Management and Insurance Planning
- Tax Planning
- Estate Planning
- Psychology of Financial Planning
- Tax Analysis
- Customer Service
- Team Leadership
- Leadership
Matthew Tomlin Summary
- Matthew Tomlin, based in Independence, MO, US, is currently a Private Wealth Manager at Creative Planning. Matthew Tomlin brings experience from previous roles at Falcon Wealth Advisors, American Century Investments and University of Missouri-Columbia. Matthew Tomlin holds a 2023 - 2023 Stagen Leadership Academy. With a robust skill set that includes Tax Preparation, Investment Planning, Retirement Savings and Income Planning, General Principles of Financial Planning, Risk Management and Insurance Planning and more. Matthew Tomlin has 6 emails and 3 mobile phone numbers on RocketReach.
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