Matthew Newman
Senior Financial Planner at Iron Gate Global Advisors
- Role
- Senior Financial Planner at Iron Gate Global Advisors
- Location
- Logan, UT, US
- LinkedIn followers
- 500 followers
About Matthew Newman
Wesley C. Mitchell, a 20th century American economist, wrote, “To spend money is easy, to spend it well is hard.” Efficiently allocating our money in a manner that brings financial freedom can feel complex and confusing. Fortunately, having a comprehensive financial plan brings the clarity needed to spend your money well. Whether your priority is retirement planning, home ownership, debt elimination, college savings, tax planning, or building generational wealth, together we\'ll create a plan that puts you on the path towards financial freedom.
Experience
Senior Financial Planner
Feb 2020 — Present · Salt Lake City, UT, US
Education
University of Utah - David Eccles School of Business
Bachelor of Science - BS, Finance, General
2015 — 2018
Skills
- Personal Financial Planning
- Leadership
- Public Speaking
- Financial Services
- Research
- Customer Service
- Microsoft Office
- Life Insurance
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