Matthew J. Anderson, CFP®AIF®EA

Senior Wealth Advisor at TCG Group Holdings, LLP. at TCG Group Holdings, LLP.
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Skills

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Credentials

  • Enrolled Agent
    Internal Revenue Service
    Oct, 2016
    - Nov, 2024
  • Accredited Investment Fiduciary
    Fi360 (now Broadridge)
    Aug, 2016
    - Nov, 2024
  • Certified Financial Planner
    CFP Board
    Sep, 2010
    - Nov, 2024

Experience

  • TCG, a HUB International company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Advisor at TCG Group Holdings, LLP.
      • Nov 2019 - Present

  • Reason Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial & Tax Adviser
      • Jan 2016 - Nov 2019

      Reason Financial: A Rawdin-Baron Financial, Inc. is a wealth management firm in Southern California delivering comprehensive financial and tax solutions to our clients for over 25 years. We customize and implement financial plans that provide our clients with a focused approach in the growth, protection and distribution of their wealth. Our company’s strategies are designed to help ensure your investments are properly aligned and implemented to reduce exposures that may adversely affect your overall wealth goals. We help our clients by designing strategies and plan of action to work toward three main goals: • Enhance wealth and generate cash flow • Protect and preserve that wealth • Successfully transfer your wealth to the individuals and institutions important to you to secure your legacy Show less

  • 1st Global
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Representative
      • Jun 2013 - Nov 2019

      Through a partnership with 1st Global, Rawdin-Baron Financial Inc. provides a comprehensive suite of services and customized solutions that cover the entire spectrum of wealth management.

    • Wealth Management Consultant
      • Jun 2013 - Dec 2015

      The Wealth Management Consulting Department partners with 1st Global firms to assist them in building, developing, and maintaining successful wealth management practices. We provide comprehensive financial planning solutions to address each client's specific situation. This includes detailed review and analysis of a client's current financial picture and recommendations.Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. Show less

  • Tuttle Wealth Management
    • Greater San Diego Area
    • Lead Advisor
      • 2012 - May 2013

      Tuttle Wealth Management, LLC (TWM) is an SEC Registered Investment Advisor managing assets for institutions and moderate to high net worth individuals. Tuttle Wealth Management, LLC (TWM) is an SEC Registered Investment Advisor managing assets for institutions and moderate to high net worth individuals.

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • Mar 2010 - Jul 2012

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2006 - Nov 2008

Education

  • San Diego State University
    Personal Financial Planning Certificate, Financial Planning and Services
    2008 - 2010
  • San Diego State University-California State University
    BS, Public Administration
    2000 - 2005
  • Oxford University
    2004 - 2004

Community

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