Matthew R. Schultz
Senior Wealth Manager - Partner @ Company | RICP®, AIF Series 7, 66
- Role
- Senior Wealth Manager - Partner at Plangroup
- Location
- Edmond, OK, US
- LinkedIn followers
- 500 followers
About Matthew R. Schultz
You’re used to being prepared, and you know that planning and organization are the keys to success. You owe it to yourself and your family, then, to make sure all aspects of your financial life are in order. That’s where I come in. I can help you customize solutions to meet your goals, regardless of their size, scope, and no matter how close you are. Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional, skilled in Business Planning, Customer Service, and Financial Planning.Plan Group Financial, Independent Financial AdvisorInvestment Advisory Services offered through Plan Group Financial, LLCSecurities offered through Saxony Securities, Inc, Member FINRA/SIPC
Experience
Senior Wealth Manager - Partner
Oct 2020 — Present · Oklahoma City, OK, US
Education
Oklahoma City University
BA
2005 — 2009
Grand Island Northwest High School
High School Diploma
2001 — 2005
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