Matt Buchanan, Cfp®

Matt Buchanan, Cfp® Email and Phone Number

Wealth Management - Financial Advisor @ Buchanan Wealth Management
Matt Buchanan, Cfp®'s Location
Reston, Virginia, United States, United States
Matt Buchanan, Cfp®'s Contact Details

Matt Buchanan, Cfp® work email

Matt Buchanan, Cfp® personal email

Matt Buchanan, Cfp® phone numbers

About Matt Buchanan, Cfp®

I was raised in Northern Virginia, and played college baseball in Mississippi for four years before returning to the area. I hold a bachelor of science in business administration from Belhaven University, where I graduated summa cum laude in 2001. I have been a financial advisor with LPL Financial since 2003. I specialize in wealth management, college and insurance planning. I've been recognized on several occasions by LPL Financial for outstanding client service. I was named to InvestmentNews' national list of top "40 Under 40" financial advisors in 2016. I have also been named by Northern Virginia Magazine as one the area’s “Top Financial Professionals” in 2015 and 2016 – an award based on peer nominations and panel selection.I am a CERTIFIED FINANCIAL PLANNER™ certificant and have my Series 7, Series 31, Series 66 (through LPL Financial) and insurance licenses. Anna and I have been married since 2008 and have three children, son Judah, and daughters Harper and Declan. I enjoy spending time with my wife and kids, golfing, reading, riding my motorcycle and watching baseball games.Specialties: I specialize in wealth management, college and retirement planning, long term care, life insurance & disability insurance.***Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss or transact business with residents of the following states: AZ,DE,FL,GA,MD,MS,NC,NY,TN,TX,VA

Matt Buchanan, Cfp®'s Current Company Details
Buchanan Wealth Management

Buchanan Wealth Management

View
Wealth Management - Financial Advisor
Matt Buchanan, Cfp® Work Experience Details
  • Buchanan Wealth Management
    Founder & Ceo
    Buchanan Wealth Management Aug 2009 - Present
    Reston, Va, Us
    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above.Investment advice offered through Buchanan Wealth Management, a registered investment advisor and separate entity from LPL Financial.
  • Lpl Financial
    Financial Advisor
    Lpl Financial Jan 2003 - Present
    San Diego, Ca, Us
    Office Phone: 703.956.2633Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above.
  • Reston Wealth Management
    Financial Advisor
    Reston Wealth Management Jan 2003 - Aug 2009
    Reston, Va, Us
  • Aflac
    Independent Insurance Associate
    Aflac Jun 2001 - Jan 2003
    Columbus, Ga, Us

Matt Buchanan, Cfp® Skills

Wealth Management Retirement Planning Financial Planning 401k Insurance Series 7 Long Term Care Financial Analysis Asset Management Disability Insurance Financial Planners Life Insurance Investments Mutual Funds Securities Finance Finra Uniform Combined State Law Financial Advisory Retirement Investment Advisory Asset Allocation

Matt Buchanan, Cfp® Education Details

  • Belhaven University
    Belhaven University
    Business Administration

Frequently Asked Questions about Matt Buchanan, Cfp®

What company does Matt Buchanan, Cfp® work for?

Matt Buchanan, Cfp® works for Buchanan Wealth Management

What is Matt Buchanan, Cfp®'s role at the current company?

Matt Buchanan, Cfp®'s current role is Wealth Management - Financial Advisor.

What is Matt Buchanan, Cfp®'s email address?

Matt Buchanan, Cfp®'s email address is be****@****ail.com

What is Matt Buchanan, Cfp®'s direct phone number?

Matt Buchanan, Cfp®'s direct phone number is +170379*****

What schools did Matt Buchanan, Cfp® attend?

Matt Buchanan, Cfp® attended Belhaven University.

What are some of Matt Buchanan, Cfp®'s interests?

Matt Buchanan, Cfp® has interest in Golf, Baseball, Motorcycles, Reading.

What skills is Matt Buchanan, Cfp® known for?

Matt Buchanan, Cfp® has skills like Wealth Management, Retirement Planning, Financial Planning, 401k, Insurance, Series 7, Long Term Care, Financial Analysis, Asset Management, Disability Insurance, Financial Planners, Life Insurance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.