
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
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