Matt Wallen

Matt Wallen Work

Founder

@ Confluence Wealth Management

A

Partner Advisor

@ AdvicePeriod

F

Associate Advisor

@ Feehan Financial Services

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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