Matthew Tomlin, CFP®, EA

Associate Director | Financial Planning at Falcon Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills

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Bio

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Credentials

  • Sports & Entertainment Accredited Wealth Management Advisor™
    College for Financial Planning
    Jul, 2022
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2020
    - Nov, 2024
  • Series 66 - Uniform Combined State Law
    FINRA
    Aug, 2020
    - Nov, 2024
  • Series 7 - General Securities Representative
    FINRA (Financial Industry Regulatory Authority)
    Nov, 2018
    - Nov, 2024
  • Series 6 - Investment Company and Variable Contracts Products Representative Exam (IR)
    FINRA (Financial Industry Regulatory Authority)
    Jun, 2018
    - Nov, 2024
  • Series 63 - Uniform Securities Agent State Law Examination
    FINRA (Financial Industry Regulatory Authority)
    Jun, 2018
    - Nov, 2024
  • Enrolled Agent (EA)
    Internal Revenue Service
    Feb, 2023
    - Nov, 2024

Experience

Education

  • University of Missouri-Columbia
    Bachelor of Science (B.S.), Personal Financial Planning
    2014 - 2018
  • Truman High School
    2010 - 2014

Community

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