Matt Roberson

Financial Advisor-Consultant CFP, CBEC at Arete Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area
Skills

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner | CFP®
    CFP Board
  • Certified Business Exit Consultant | CBEC®
    Pinnacle Equity Solutions, Inc.
  • Insurance License
    National Association of Insurance Commissioners (NAIC)
  • Series 7 | Series 63 | Series 65
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Arete Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor-Consultant CFP, CBEC
      • May 2019 - Present

Education

  • Santa Clara University
    Bachelor of Science (BS), Political Science | Philosophy | Pre-Law Emphasis
    1995 - 1999

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