Perry Mattern, CFP®, CIMA®

Principal/Founder at Mattern Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Certified Investment Management Analyst (CIMA)
    The Investments & Wealth Institute® (The Institute®)

Experience

  • Mattern Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal/Founder
      • Feb 2019 - Present

      As head of the firm and lead strategist, Perry is responsible for developing and implementing financial plans that address the unique needs of high net worth individuals. With more than 20 years of experience, he brings deep technical expertise to every client engagement, combining investment management, risk management, liability reviews and advice, estate planning guidance, and coordinated tax planning to help clients achieve their financial goals. Learn more at https://matterncapital.com/ As head of the firm and lead strategist, Perry is responsible for developing and implementing financial plans that address the unique needs of high net worth individuals. With more than 20 years of experience, he brings deep technical expertise to every client engagement, combining investment management, risk management, liability reviews and advice, estate planning guidance, and coordinated tax planning to help clients achieve their financial goals. Learn more at https://matterncapital.com/

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Director - Investment Officer
      • Dec 2008 - Present

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

  • Wachovia Securities, LLC
    • Managing Director - Investment Officer
      • Oct 2007 - Dec 2008

      December 2008 Wachovia Securities, LLC was acquired by Wells Fargo & Company. December 2008 Wachovia Securities, LLC was acquired by Wells Fargo & Company.

  • A.G. Edwards & Sons, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President - Investments
      • Mar 2000 - Oct 2007

      October 2007 A.G. Edwards & Sons, Inc. was acquired by Wachovia Securities, LLC. October 2007 A.G. Edwards & Sons, Inc. was acquired by Wachovia Securities, LLC.

Education

  • University of North Dakota
    B.S., Financial Management
    1988 - 1991
  • The American College
    CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program
  • University of Pennsylvania - The Wharton School in conjunction with the IMCA
    CIMA® - Certified Investment Management Analyst® Professional Designation Program

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