Tim Matthew Email & Phone Number
Partner @ Mosaic Wealth Consulting
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Tim Matthew Location
- Morgantown, WV, US
Tim Matthew Work
- 2001 -now Partner @
- 2001 -now Financial Planner @
- 2001 -2024 Partner @ FamilyWealth Management Group, LLC.
- 2001 -2015 Financial Planner @
- 1995 -2000 President @ JT&T Corporation
Tim Matthew Education
- Boston Institute of Finance
Chartered Retirement Plans Specialist (Retirement Plans)
2006-2006 - Fairmont State University
(Finance)
1992-1996 - Morgantown High School 1989-1992
Tim Matthew Skills
- 401(k) Retirement Savings Plans
- Retirement Planning
- Retirement Plan Consulting
- Wealth Management Services
- Succession Planning
- Employee Benefits
- Retirement
- Financial Planning
- 401k
- Pensions
- Wealth Management
- Estate Planning
- Investments
- Series 7
- Asset Allocation
- Wealth
- Investment Advisory
- Alternative Investments
- Defined Benefit
- Disability Insurance
- ERISA
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planners
- Financial Services
- Fixed Annuities
- Fixed Income
- Health Insurance
- IRAs
- Insurance
- Investment Strategies
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Portfolio Management
- Relationship Management
- Securities
- Series 63
- Small Business
- Strategic Financial Planning
- Term Life Insurance
- Valuation
- Wealth Accumulation
- Microsoft Excel
- Long Term Care
- Management
- Income Protection
- Fundraising
- Private Equity
- Marketing
Tim Matthew Summary
- Tim Matthew, based in Morgantown, WV, US, is currently a Partner at Mosaic Wealth Consulting. Tim Matthew brings experience from previous roles at Osaic FA, FamilyWealth Management Group, LLC., Lincoln Financial Advisors and JT&T Corporation. Tim Matthew holds a 2006 - 2006 Chartered Retirement Plans Specialist in Retirement Plans @ Boston Institute of Finance. With a robust skill set that includes 401(k) Retirement Savings Plans, Retirement Planning, Retirement Plan Consulting, Wealth Management Services, Succession Planning and more. Tim Matthew has 1 emails and 1 mobile phone numbers on RocketReach.
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