
Matthew Conner
Financial Planner
Financial Management Network Inc
United States, California, Mission Viejo
About Me
Matthew joined FMN Capital Corporation on June 27, 2008 after a successful twelve-year career at another financial firm. He holds a Series 7 (General Securities Representative Exam) and 63 (Uniform Securities Agent State Law Exam) license and is a Registered Representative with FMN. He became a Certified Financial Planner™ (CFP® )—the highest credential in financial planning—in 1996 and has been an enrolled agent with the U.S. Treasury Department and taxpayer advocate since 2000. He earned his Certified Financial Planner™ designation through the College for Financial Planning in Denver, Colorado.
Matthew is strong in all fields of financial planning, with particularly extensive experience as
Profile Information
Financial Planner
Financial Management Network Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mission Viejo
California
United States
May 15, 2024
More profiles to browse
MM
Matthew Merwin
Founder and President
Curtis Farrell
Advisor
KD
Kevin Darger
Director of Portfolio Management
Richard Rang
Certified Financial Planner®, Investment Adviser Representative
You Might Like
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc