Matthew Corman, CFP®
Financial Advisor
MEET WITH MATTHEW! Schedule a phone appointment below. To schedule in person or for more availability, please call (866) 300-9382. |
ABOUT
Since entering the financial services industry in 2017, I have guided individuals, families, and business owners in building, preserving, and transferring wealth. My experience includes developing comprehensive financial plans, retirement income planning, managing investments, and providing strategic guidance to help clients work toward success. As your partner, we will work together to understand your specific short- and long-term goals and create a customized financial roadmap.
QUALIFICATIONS
- Financial Professional since 2017; specializing in retirement planning strategies and wealth management
- Has obtained his Certified Financial Planner® certification
- Holds FINRA Series 7 and 66 securities licenses with LPL Financial
- Holds Florida Life & Health Insurance Licenses
EDUCATION
Graduated from Elon University in North Carolina with a Business degree earned. Completed the Certificate in Financial Planning from Boston University’s Center for Professional Education.
PERSONAL
In my free time I like to play golf and pickleball.