Matt Wallen

Matt Wallen

Matt Wallen - Founder at Confluence Wealth Management

Matt Wallen Work

Matt Wallen Education

  • 2002 - 2006 BA in Math
    State University of New York at Binghamton
  • CFA Charterholder
    CFA Institute

Matt Wallen Skills

Strategic Financial PlanningEstate PlanningWealth ManagementMutual FundsInsuranceSeries 7Long-term CareDisability InsuranceCoachingMicrosoft OfficeAsset AllocationInvestmentsRetirementFixed Annuities401kRetirement PlanningInvestment StrategiesLife InsuranceLeadershipSeries 63SalesFinanceStrategic PlanningMicrosoft ExcelLong Term CareFinancial AnalysisFinancial Planning

Matt Wallen Contact Information

Work email●●●●●●●●@company.com
Personal email●●●●●●●●@gmail.com
Phone+● ●●● ●●● ●●●●
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Matt Wallen currently works at Confluence Wealth Management as Matt Wallen - Founder at Confluence Wealth Management.

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