Mike Matthews, CFP

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. I have been in the financial services industry since 1999. Most recently, I worked on the institutional side of the business with SunAmerica Mutual Funds. I also spent over 10 years at Smith Barney as Vice President and Financial Planning Specialist. I have a bachelor's degree in Business as an accounting major from the University of Colorado. With an emphasis on comprehensive wealth management I earned the CERTIFIED FINANCIAL PLANNER® practitioner designation in 2005. You have access to additional resources available through affiliates, including trust and estate services, lending services, insurance products, and much more. For more information about how I may be able to help you pursue your financial goals, please contact me. Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.