
Cfp Matthew Kramer
With a distinguished career spanning over a decade in financial planning and wealth management, Matt Kramer is a... | Washington Dc, Washington Dc, United States
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Cfp Matthew Kramer’s Emails ma****@fm****.com
Cfp Matthew Kramer’s Phone Numbers No phone number available.
Social Media
Cfp Matthew Kramer’s Location Washington Dc, Washington Dc, United States
Cfp Matthew Kramer’s Expertise With a distinguished career spanning over a decade in financial planning and wealth management, Matt Kramer is a seasoned Financial Planner bringing invaluable expertise to Serving Those Who Serve. Having held prominent roles as a Vice President at Fidelity Investments and Charles Schwab, as well as positions at Edward Jones and Morgan Stanley, Matt is a respected industry veteran. Matt’s proficiency lies in his adept understanding of each family’s unique financial landscape, aspirations, and needs. Holding esteemed designations including Certified Financial Planner (CFP) and Certified Federal Employee Benefit Consultant (ChFEBC), he is committed to delivering comprehensive financial solutions to his clientele. Renowned for his reliability and dedication, Matt ensures swift responses to client inquiries and unwavering support for their financial prosperity. Motivated by the profound impact of his grandparents’ relationship with a trusted financial advisor, Matt is impassioned about helping families realize their financial objectives. His active involvement with organizations such as Partnership for Animal Welfare and dedication to pancreatic cancer causes underscore his deep-rooted commitment to community service. Beyond his professional pursuits, Matt finds joy in outdoor activities like snowboarding, hiking, and traveling, as well as nurturing his interests in gardening and lawn care. Originally hailing from Burtonsville, MD, Matt now resides in North Potomac, MD with his wife, Amira, and their son, Aiden.
Cfp Matthew Kramer’s Current Industry Serving Those Who Serve
Cfp
Matthew Kramer’s Prior Industry
Morgan Stanley
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Edward Jones
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Charles Schwab
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Raymond James Financial Services
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Fidelity Investments
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Serving Those Who Serve
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Lee Sipe And Associates
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Work Experience

Serving Those Who Serve
Financial Planner
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Lee Sipe And Associates
Financial Planner
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidelity Investments
VP, Wealth Planner
Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James Financial Services
Financial Advisor
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Vice President - Financial Consultant
Fri Nov 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Edward Jones
Financial Advisor
Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Capital Markets Analyst
Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)