Matthew Tomlin
Private Wealth Manager at Creative Planning LLC
- Role
- Private Wealth Manager at Creative Planning
- Location
- Independence, MO, US
- LinkedIn followers
- 500 followers
About Matthew Tomlin
Matthew Tomlin is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable giving, retirement plan consulting, tax planning, and estate planning services.My mission is to simplify your financial life and empower you with the knowledge you need to accomplish your goals. My professional credentials include the CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, and Retirement Management Advisor®. Knowledge is one of my core values and I am committed to staying up-to-date on the latest industry trends and regulations to ensure that clients receive the highest level of service and advice. I would be happy to connect and see how I can help you achieve your financial goals! Specialties: Wealth Management; Investment Management for individuals, businesses, and charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management.
Experience
Private Wealth Manager
Jan 2024 — Present · Overland Park, KS, US
Education
Stagen Leadership Academy
Foundational Leadership Course (FLC)
University of Missouri-Columbia
Bachelor of Science (B.S.), Personal Financial Planning
2014 — 2018
Skills
- Customer Service
- Microsoft Excel
- Risk Analysis
- Money Guide Pro
- Microsoft Office
- Risk Management
- Social Media
- Leadership
- Salesforce.com
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