Matthew Tomlin
Private Wealth Manager at Creative Planning | Independence, Missouri, United States
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Private Wealth Manager at Creative Planning in January 2024 to Present
Associate Director | Financial Planning at Falcon Wealth Advisors in July 2020 to January 2024
Investment Specialist - Business Retirement Services at American Century Investments in March 2019 to June 2020
Investment Representative at American Century Investments in May 2018 to March 2019
Teaching Assistant at University of Missouri-Columbia in August 2017 to May 2018
Speaker Coordinator at Financial Planning Association (FPA) in April 2017 to May 2018
President at Office for Financial Success in April 2017 to May 2018
Sales and Distribution Intern at American Century Investments in May 2017 to August 2017
Wealth Management Intern at Freedom Wealth Advisors, LLC in May 2016 to August 2016
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University of Missouri-Columbia, Bachelor of Science (B.S.), January 2014 to January 2018
Truman High School, January 2010 to January 2014
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Tax Preparation
Investment Planning
Retirement Savings and Income Planning
General Principles of Financial Planning
Risk Management and Insurance Planning
Tax Planning
Estate Planning
Psychology of Financial Planning
Tax Analysis
Customer Service
Team Leadership
Leadership
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Discover more about Creative PlanningWhat is Matthew Tomlin email address?
Email Matthew Tomlin at [email protected] and [email protected]. This email is the most updated Matthew Tomlin's email found in 2026.
How to contact Matthew Tomlin?
To contact Matthew Tomlin send an email to [email protected] or [email protected].
What company does Matthew Tomlin work for?
Matthew Tomlin works for Creative Planning
What is Matthew Tomlin's role at Creative Planning?
Matthew Tomlin is Private Wealth Manager
What is Matthew Tomlin's Phone Number?
Matthew Tomlin's phone (314) ***-*226
What industry does Matthew Tomlin work in?
Matthew Tomlin works in the Financial Services industry.
Matthew Tomlin Email Addresses
Matthew Tomlin Phone Numbers
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