Matthew Waldman
Founder | Wealth Advisor | CRPS™ - Divvi Wealth Management | Financial Planning
- Role
- Founder Wealth Advisor at Divvi Wealth Management
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Matthew Waldman
At Divvi Wealth Management, our team champions smart financial planning and wealth…
Experience
Founder Wealth Advisor
Jan 2022 — Present · Kansas City, MO, US
Education
University of Missouri-Columbia
Bachelor of Arts in Interdisciplinary Studies , Business, Sociology & Theatre
1994 — 1999
Cornell University
eCornell Executive Leadership Program Participant
Skills
- Investments
- Asset Allocation
- Mutual Funds
- Wealth Management
- Insurance
- Financial Advisory
- Financial Services
- Securities
- Sales
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