Mateo Salmeron, Cfp® Email & Phone Number

As an Associate Wealth Advisor, I specialize in guiding individuals and families towards achieving their financial goals. With a solid foundation in financial planning, my areas of expertise include Retirement Planning, Education Planning, Estate Planning, Risk Management, Tax Planning, and Investment Planning.My career began as a Client Support Specialist for a Tax Software Company, where I reviewed numerous individual tax returns daily and contributed to enhancing the efficiency of the software. This role sharpened my analytical skills and deepened my understanding of tax implications in financial planning.Currently, I provide comprehensive financial planning services to clients, helping them navigate their financial futures with confidence. I regularly reach out to clients for updates and conduct analyses on the impact of significant financial decisions. My approach is rooted in loyalty, empathy, and honesty, ensuring that every client feels supported and informed.One of my proudest professional milestones was earning my Certified Financial Planner (CFP) designation and my Series 65 Exam, further solidifying my commitment to providing top-tier financial advisory services.Outside of my professional life, I am passionate about running, rock climbing, and exploring national parks throughout the year. I cherish the time spent with my wife and our dog.I am driven by the opportunity to serve others and help them in any way I can. If you'd like to connect or discuss how I can assist with your financial planning needs, please feel free to reach out to me at mateo@wjwealth.com.

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  Texas A&M University

  Agricultural Economics