Matthew Jenkins (CFA, CFP®)
Matthew Jenkins focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Baby Boomers
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Matthew likes to tell people that his higher education started the day he joined the United States Army. Serving with the 75th Ranger Regiment, he learned a lot about discipline and determination, and met some amazing people along the way. He then used his GI Bill education benefits to earn a degree from the University of Virginia. During his time in the financial services industry, Matthew has excelled at helping clients of all types achieve their financial goals. Matthew is a CFA Charterholder and CFP Professional.Additional Information
Outside of work, Matthew enjoys exploring new places, kayak fishing, pursuing lifelong learning, and spending time with his family.NAPFA Start Date
January 03, 2022