Matthew Fox
Financial Planner / Owner at Perspective Wealth Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
Topline Score
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Credentials
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AIF®
Fi360Mar, 2017- Sep, 2024 -
CRC®
International Foundation for Retirement Education (InFRE)
Experience
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Perspective Wealth Planning
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner / Owner
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Feb 2017 - Present
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F.N.B. Corporation
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jun 2013 - Feb 2017
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Financial Planner
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Sep 2011 - Jun 2013
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First Commonwealth Bank
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Banking
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700 & Above Employee
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Financial Advisor
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Jan 2009 - Oct 2010
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NatCity Investments
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United States
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Financial Services
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licensed financial consultant
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Nov 2007 - Jan 2009
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Education
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Saint Vincent College
Bachelor of Science (B.S.) Finance and Economics, Finance and Economics, General
Community
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