CoverProfile

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
View more

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
Profile Photo
Lisa Banning
Financial Planner
JC
Joseph Cavallo
Certified Financial Planner ® , RIA, Registered Representative,
Profile Photo
Jeff Stanga
Certified Financial Planner

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management