Parveen Gupta
Manager of Financial Planning and Analysis at Mattern Capital Management, LLC
- Role
- Manager of Financial Planning and Analysis at Mattern Capital Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Parveen Gupta
My background in computer engineering gave me the tools to solve complex problems—and in wealth management, I’ve found a meaningful way to apply that mindset in service of others. At Mattern Capital, I help individuals and families navigate financial complexity with clarity, confidence, and care.My approach is both analytical and human. I focus on data, structure, and process—but always in the context of a client’s values, goals, and family dynamics. I believe that well-informed decisions start with understanding the full picture, and I’m committed to helping clients feel empowered and supported every step of the way.For me, the most rewarding part of this work is helping clients answer the question, “Am I going to be okay?”—and giving them the confidence to move forward with peace of mind.Mattern Capital Management, LLC is a fee-only, SEC Registered Investment Adviser focused on helping successful individuals and families manage the complexity of wealth. At our core, we are a highly experienced team of professionals with specialized investment management expertise using a multidisciplinary approach to financial planning and wealth management. Mattern Capital is purposefully structured to deliver comprehensive and customized solutions designed around our clients’ unique needs.Learn more at MatternCapital.com Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.
Experience
Manager of Financial Planning and Analysis
Jul 2023 — Present
Education
The University of Chicago Booth School of Business
Certified Private Wealth Advisor Certification®
2025
The University of Texas at Austin – Center for Professional Education (CPE)
Financial Planning Certificate Program
2022
Birla Institute of Technology and Science, Pilani
Bachelor of Engineering - BE (Hons), Computer Science
Regis University
Master of Science - MS, Computer Information Systems (Management of Technology)
Skills
- Agile Methodologies
- Software Development
- Scrum
- Software Project Management
- Soa
- Software Engineering
- Enterprise Architecture
- Product Management
- .net
- Databases
- Six Sigma
- Management
- Leadership
- C#
- Sql
- Integration
- Xml
- Service-Oriented Architecture (Soa)
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