Matt Wallen Work

Founder @ Confluence Wealth Management
Present
Partner Advisor @ AdvicePeriod
Present
Associate Advisor @ Feehan Financial Services
Present

Matt Wallen Education

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

Matt Wallen Skills

Strategic Financial Planning
Estate Planning
Wealth Management
Mutual Funds
Insurance
Series 7
Long-term Care
Disability Insurance
Coaching
Microsoft Office
+17 more

Frequently Asked Questions about Matt Wallen

What is Matt Wallen's email address?

We have information regarding potential email addresses for Matt Wallen. One professional email might be at a domain similar to ...@confluencewm.com . A personal email could be at a domain like ...@gmail.com. Please check the contact information section on this page to learn more and access full details.

What is Matt Wallen's phone number?

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How to contact Matt Wallen?

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What company does Matt Wallen work for?

Matt Wallen's current employer information is not specified in detail here. You might find more information in the "Work Experience" section.

What industry does Matt Wallen work in?

Matt Wallen's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Matt Wallen located?

Matt Wallen is based in or around Fort Mill, SC, US.

Matt Wallen Email Addresses:

Personal: m******@gmail.com
Work: m********@confluencewm.com +1 more

Matt Wallen Phone Numbers:

+1 123-456-7890

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