Matt Schuberg, CFP®
Founder & CEO at Planned- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Santa Ana, California, United States, US
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Bio
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Credentials
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Certified Financial Planner (CFP)
CFP Board -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
California Department of Insurance -
Series 66
FINRA -
Series 7
FINRA
Experience
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Planned
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Australia
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Architecture and Planning
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Founder & CEO
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Oct 2022 - Present
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Koa Wealth Management®
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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
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Feb 2022 - Sep 2022
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Private Client Banker
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Oct 2021 - Feb 2022
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Case Advisor
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Mar 2021 - Oct 2021
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Associate
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Dec 2019 - Mar 2021
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RealCap, LLC
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United States
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Real Estate
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Co-Founder & CEO
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Apr 2016 - Nov 2019
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Lindsey & Lindsey Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Associate Financial Advisor
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Jan 2015 - Mar 2016
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Education
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2013 - 2014
California Lutheran University
Master of Business Administration - MBA, Business Administration and Management, General -
2010 - 2012
California Lutheran University
Bachelor of Science - BS, Business Administration and Management, General
Community
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