Matthew Jenkins (CFA, CFP®)
Matthew Jenkins focuses in the
following client markets or areas of practice:
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I’m a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ with over 17 years of experience in the financial industry across a variety of roles. My goal is to help clients reduce the stress of dealing with financial concerns in retirement. I will help design a custom-fit plan and investment strategy to help point you in the right direction and provide best-in-class service to keep you on the right track.
NAPFA Start Date
January 03, 2022
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