Cfp Matt Witter Cep Chfc Aif
Matthew P. Witter, CFP, CEP, ChFC, AIF, Member Owner and Financial Advisor at Savant's Executive Services Center for... | Greater Philadelphia, Greater Philadelphia, United States
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Cfp Matt Witter Cep Chfc Aif’s Emails mw****@sa****.com
Cfp Matt Witter Cep Chfc Aif’s Phone Numbers No phone number available.
Social Media
Cfp Matt Witter Cep Chfc Aif’s Location Greater Philadelphia, Greater Philadelphia, United States
Cfp Matt Witter Cep Chfc Aif’s Expertise Matthew P. Witter, CFP, CEP, ChFC, AIF, Member Owner and Financial Advisor at Savant's Executive Services Center for Excellence, is responsible for developing financial plans and providing lead advice to Savant's executive clients. He is passionate about helping clients think big, achieve their goals and dreams, and reach independence financially. Matt holds his Series 65 license and is an investment advisor representative of Savant Wealth Management. Matt is a Certified Financial Planner (CFP) licensee and has also earned the Certified Equity Professional (CEP), Chartered Financial Consultant (ChFC) and the Accredited Investment Fiduciary (AIF) designations.
Cfp Matt Witter Cep Chfc Aif’s Current Industry Sfg Wealth Planning
Cfp
Matt Witter Cep Chfc Aif’s Prior Industry
Univest
|
Canon Capital Management
|
The Sharp Financial
|
Sfg Wealth Planning
|
Savant Wealth Management
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Work Experience
Sfg Wealth Planning
Co-Owner / Senior VP / Lead Advisor (Acquired by Savant in Nov '22)
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Savant Wealth Management
Financial Advisor / Member Owner
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
The Sharp Financial
Senior Wealth Advisor / Financial Planner
Tue Mar 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Canon Capital Management
Senior Investment Advisor / Financial Planner
Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Univest
Analyst
Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Matt Witter Cep Chfc Aif Email Addresses
FAQ About Cfp Matt Witter Cep Chfc Aif
-
Cfp Matt Witter Cep Chfc Aif is located at
Greater Philadelphia, Greater Philadelphia, United States -
Cfp Matt Witter Cep Chfc Aif is a
Matthew P. Witter, CFP, CEP, ChFC, AIF, Member Owner and Financial Advisor at Savant's Executive Services Center for Excellence, is responsible for developing financial plans and providing lead advice to Savant's executive clients. He is passionate about helping clients think big, achieve their goals and dreams, and reach independence financially. Matt holds his Series 65 license and is an investment advisor representative of Savant Wealth Management. Matt is a Certified Financial Planner (CFP) licensee and has also earned the Certified Equity Professional (CEP), Chartered Financial Consultant (ChFC) and the Accredited Investment Fiduciary (AIF) designations. Sfg Wealth Planning -
Cfp Matt Witter Cep Chfc Aif currently works in the
Sfg Wealth Planning -
Cfp Matt Witter Cep Chfc Aif specializes in
Matthew P. Witter, CFP, CEP, ChFC, AIF, Member Owner and Financial Advisor at Savant's Executive Services Center for Excellence, is responsible for developing financial plans and providing lead advice to Savant's executive clients. He is passionate about helping clients think big, achieve their goals and dreams, and reach independence financially. Matt holds his Series 65 license and is an investment advisor representative of Savant Wealth Management. Matt is a Certified Financial Planner (CFP) licensee and has also earned the Certified Equity Professional (CEP), Chartered Financial Consultant (ChFC) and the Accredited Investment Fiduciary (AIF) designations. -
Cfp Matt Witter Cep Chfc Aif speaks the following languages:
No languages available. -
Cfp Matt Witter Cep Chfc Aif has prior experience in the following industries:
The Sharp Financial , Canon Capital Management , Univest -
Cfp Matt Witter Cep Chfc Aif has the following professional experience:
Sfg Wealth Planning , Savant Wealth Management , The Sharp Financial , Canon Capital Management , Univest . -
You can view Cfp Matt Witter Cep Chfc Aif’s
LinkedIn profile at LinkedIn URL. -
Cfp Matt Witter Cep Chfc Aif’s work email addresses are
[email protected] . -
Cfp Matt Witter Cep Chfc Aif works at
Sfg Wealth Planning
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