Matt Walsh, CFP®, CIMA®, CDFA®

Partner & Private Wealth Advisor at Continuum Wealth Partners
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(386) 825-5501
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Experience

  • Continuum Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner & Private Wealth Advisor
      • Oct 2012 - Present

      Greater Tampa Bay Area Northwestern Mutual Private Client Group

  • Northwestern Mutual Wealth Management Company
    • United States
    • Banking
    • 1 - 100 Employee
    • Advisor
      • Jan 2009 - Present

    • Financial Representative
      • Jan 2008 - Dec 2008

    • Financial Representative Intern
      • May 2007 - Dec 2007

Education

  • Ball State University
    Bachelor of Science (B.S.), Finance
  • Yale School of Management
    Investment Management Theory & Practice

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