Matt Hearn

About Matt Hearn

Hi, I’m Matt. I’ve been in the financial world since 2002, and I joined Cannon Wealth Management in 2012. Gosh. I\'m getting old! Over the years, I’ve learned that my job isn’t just about the numbers—it’s about truly caring for my clients, being there to listen and walking through life with them. I think of my role as that of a money coach or counselor, being there to listen to my clients hopes and dreams for their future and giving them the best advice I can along the way… with the goals of helping them achieve the life they want, while steering clear of high fees, avoidable taxes and unforeseen risks along the way.I hold my Series 7, 66, and 24 securities licenses, along with Life, Health, and Long-Term Care insurance licenses. I’m also a Chartered Financial Consultant® and a CERTIFIED FINANCIAL PLANNER®. What all that really means is—I’ve spent a lot of time learning how to help people with the complexities that often surround investing, retirement, business exit strategy, insurance and leaving a legacy.When I’m not meeting with my clients, you’ll probably find me at the gym, volunteering at church, teaching a finance class, or doing something outdoors with my family.Now, one final thing you should know is: I am a fiduciary. That means I always put my clients’ interests first. I don’t recommend any \"in-house\" investment products. I only recommend what I genuinely believe fits the situation best—and I always ask, would I want someone to recommend this to me, if the roles were reversed? Bottom line is, I’ll only advise a client to do what I would do if I were in their shoes. Because at the end of the day, helping people make wise decisions about their money isn’t just my job—it’s my calling.Securities and advisory services offered through Cannon Wealth Management, a Registered Investment Advisor. Brokerage services offered through Private Client Services, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"Contact Info\" section above.

Experience

1. Matt Hearn, Cfp, Chfc

   Cannon Wealth Management

   Feb 2012 — Present

   Matt Hearn, ChFC®, CFP®, joined Cannon Wealth Management in 2012. Matt completed his undergraduate degree in 1998, and obtained his Life/ Health and LTC insurance licenses in 2002. In 2004, he obtained his Series 7 and 63/66 securities licenses and in 2011, he completed his professional studies through The American College, becoming a Chartered Financial Consultant®. In 2012, Matt was approved to hold the title of CERTIFIED FINANCIAL PLANNER™. In 2013, he earned his Series 24. Then, in 2019, he became a Partner at Cannon Wealth Management. In his spare time, he enjoys spending time with his wife and kids, vlogging, and teaching financial literacy classes.Certified Financial Planner Board of Standard s Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.For a list of states in which Matt is registered to do business, please visit

Education

• The American College of Financial Services

  Certificate, Chartered Financial Consultant®

  2010 — 2011

• Pensacola Christian College

  Bachelor's Degree, Theological Studies with Concentration in Youth Ministry

  1994 — 1998

Skills

• Securities
• Estate Planning
• Portfolio Management
• Long Term Care Insurance
• Long-Term Care
• College Education Planning
• Financial Advisory
• Investment Strategies
• Alternative Investments
• Finance
• Financial Services
• Tax Advisory
• Series 7
• Www.sipc.org
• Wealth
• Holistic Financial Planning
• Retirement Planning
• Mutual Funds
• Financial Planning
• Investment Management
• Insurance
• Wealth Management
• Certified Financial Planner
• Www.finra.org
• Wealth Management Services
• Investments