David Mattern

David Mattern Work

Principal and Founder

@ Mattern Wealth Management

Managing Director - Investment Officer, Senior PIM Portfolio Manager, Branch Manager

@ Wells Fargo Advisors

W

First Vice President - Investments

@ WACHOVIA SECURITIES

David Mattern Education

1983 - 1987 Bachelor of Science in Business Administration

Dickinson State University

David Mattern Skills

Retirement PlanningInvestmentsFinancial ServicesFinancial AnalysisSmall BusinessInsuranceWealth Preservation Planning401(K) RolloversFinancial AdivsoryFixed-Income StrategiesInvestment StrategiesTax-Efficient StrategiesBusiness Owner PlanningMultigenerational Wealth PlanningStock AnalysisEstate Investment PlanningInvestment PlanningRetirement Plan ConsultingStrategic PlanningCustomer ServiceRetirementWealth Management ServicesAsset AllocationBusiness-Succession PlanningConcentrated Stock ManagementDeferred Compensation PlansFinancial ReportingMicrosoft OfficeMicrosoft ExcelPowerPointRelationship ManagementRetirement SavingsRisk ManagementSecuritiesMutual FundsBondsAnnuitiesEstate PlanningEstate InvestmentWealth PreservationMultigenerationalFixed Income StrategiesBusiness Succession Planning401k RolloversTax Efficient StrategiesRetirement Plan401 Rollovers

David Mattern Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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David Mattern currently works at Mattern Wealth Management as David Mattern - Principal and Founder at Mattern Wealth Management.

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