Matt Turner

Experience

1. Director, Financial Planning

   Edelman Financial Engines

   Nov 2018 — Present

   You can’t get anywhere in life without a plan. That is why we make it our mission to delivercomprehensive retirement and financial planning to millions of mainstream Americans. Over the past 20 years, we’ve helped millions of everyday Americans prepare for a more secure retirement, and now we’re bringing high-quality help to millions more people just like you.It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. We provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as we act in good faith, loyalty and care as fiduciaries.As an advisor at Edelman Financial Engines, I work hard every day on behalf of my clients and would welcome the opportunity to work on your behalf, too. Please reach out any time for more information.

Education

• Susquehanna University

  B.S.

  2005 — 2009

Skills

• Fixed Income
• Retirement
• Strategic Financial Planning
• Hedge Funds
• Wealth Management
• Investment Advisory
• Relationship Management
• Investment Management
• Fixed Annuities
• Access
• Investment Strategies
• Alternative Investments
• Asset Allocation
• Mutual Funds
• Portfolio Management
• 401k
• Financial Advisory
• Uniform Combined State Law
• Securities
• Estate Planning
• Asset Management
• Retirement Planning
• Insurance
• Financial Services
• Life Insurance
• Finance