Matt Hearn, Cfp®, Chfc®
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Matt Hearn, Cfp®, Chfc® Email & Phone Number

I'm passionate about 'ah-ha' moments... as a former teacher, I love to help client's find clarity and confidence in their finances. I specialize in tax advice for retirees, business owners and key executives. at Cannon Wealth Management
Location: Winston-Salem, North Carolina, United States 3 work roles 2 schools
1 work email found @cannon-wealth.com LinkedIn matched
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I'm passionate about 'ah-ha' moments... as a former teacher, I love to help client's find clarity and confidence in their finances. I specialize in tax advice for retirees, business owners and key executives.
Location
Winston-Salem, North Carolina, United States
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Matt Hearn, Cfp®, Chfc® is listed as I'm passionate about 'ah-ha' moments... as a former teacher, I love to help client's find clarity and confidence in their finances. I specialize in tax advice for retirees, business owners and key executives. at Cannon Wealth Management, a with 9 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at cannon-wealth.com and a matched LinkedIn profile for Matt Hearn, Cfp®, Chfc®.

Matt Hearn, Cfp®, Chfc® previously worked as Matt Hearn, CFP®, ChFC® at Cannon Wealth Management and Financial Advisor at Newbridge Bank. Matt Hearn, Cfp®, Chfc® holds Certificate, Chartered Financial Consultant® from The American College.

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Email format at Cannon Wealth Management

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*@cannon-wealth.com
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Profile bio

About Matt Hearn, Cfp®, Chfc®

As a financial planner with experience in financial services since 2002, Matt joined Cannon Wealth Management in 2012. He approaches his role as that of a financial guide, working along-side his client's as they pursue their financial goals, while helping them avoid unnecessary risks along the way. He holds Series 7, 66 and 24 securities licenses, as well as Life, Health and Long-Term Care insurance licenses. He is a Chartered Financial Consultant® and a CERTIFIED FINANCIAL PLANNER® practitioner specializing in tax advice, retirement planning and investment portfolio management. Matt always places his client's financial interests first. He does not recommend proprietary investment vehicles, but distinctly provides options for what he believes to be the best investments and/or risk-reduction tools for his client's unique situation. With Matt, a client is family and he feels a moral duty to give trust-worthy advice and recommendations befitting such a relationship. In his spare time, he enjoys vlogging, teaching financial literacy classes, and spending time with his wife and children.Securities and advisory services offered through Cannon Wealth Management, a Registered Investment Advisor. Brokerage services offered through Private Client Services, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above.

Listed skills include Certified Financial Planner, Investment Management, Investment Strategies, Alternative Investments, and 22 others.

Current workplace

Matt Hearn, Cfp®, Chfc®'s current company

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Cannon Wealth Management
Cannon Wealth Management
I'm passionate about 'ah-ha' moments... as a former teacher, I love to help client's find clarity and confidence in their finances. I specialize in tax advice for retirees, business owners and key executives.
winston salem, north carolina, united states
Website
Employees
9
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3 roles

Matt Hearn, Cfp®, Chfc® work experience

A career timeline built from the work history available for this profile.

Matt Hearn, Cfp®, Chfc®

Current

2160 Country Club Road Winston Salem, Nc 27104

Matt Hearn, ChFC® , CFP® , joined Cannon Wealth Management in 2012. Matt completed his undergraduate degree in 1998, and obtained his Life/ Health and LTC insurance licenses in 2002. In 2004, he obtained his Series 7 and 63/66 securities licenses and in 2011, he completed his professional studies through The American College, becoming a Chartered Financial Consultant®. In 2012, Matt was approved to hold the title of CERTIFIED FINANCIAL PLANNER™. In 2013, he earned his Series 24. Then, in 2019, he became a Partner at Cannon Wealth Management. In his spare time, he enjoys spending time with his wife and kids, vlogging, and teaching financial literacy classes.Certified Financial Planner Board of Standard s Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.For a list of states in which Matt is registered to do business, please visit www.cannon-wealth.com.

Feb 2012 - Present

Financial Advisor

Winston Salem, Nc

Offering securities and investment advisory services through Raymond James (Member FINRA, SIPC), Matt's responsibilities at NewBridge Bank included working with families and business professionals to help them identify and achieve their financial goals. This process involved making investment and insurance recommendations designed to reduce and/or manage various risks, while maintaining potential for some portfolio growth. Also, this process involved monitoring investment performance according to client's expectations and various applicable industry benchmarks, in order to make changes as appropriate.

Dec 2007 - Feb 2012

Financial Advisor

Rural Hall, Nc

Matt's responsibilities at Edward Jones included working with families and business professionals to help them identify and achieve their financial goals. This process involved making investment and insurance recommendations designed to reduce and/or manage various risks, while maintaining potential for some portfolio growth. Also, this process involved monitoring investment performance according to client's expectations and various applicable industry benchmarks, in order to make changes as appropriate.

Oct 2004 - Dec 2007
Team & coworkers

Colleagues at Cannon Wealth Management

Other employees you can reach at cwmllp.com. View company contacts for 9 employees →

2 education records

Matt Hearn, Cfp®, Chfc® education

Certificate, Chartered Financial Consultant®

Activities and Societies: _A Chartered Financial Consultant® has completed the most extensive educational program required for any.

Bachelor'S Degree, Theological Studies With Concentration In Youth Ministry

Activities and Societies: Vice President of Alpha Sigma Delta Minored in Speech Communications Directed weekly children's ministry. Served.

FAQ

Frequently asked questions about Matt Hearn, Cfp®, Chfc®

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What company does Matt Hearn, Cfp®, Chfc® work for?

Matt Hearn, Cfp®, Chfc® works for Cannon Wealth Management.

What is Matt Hearn, Cfp®, Chfc®'s role at Cannon Wealth Management?

Matt Hearn, Cfp®, Chfc® is listed as I'm passionate about 'ah-ha' moments... as a former teacher, I love to help client's find clarity and confidence in their finances. I specialize in tax advice for retirees, business owners and key executives. at Cannon Wealth Management.

What is Matt Hearn, Cfp®, Chfc®'s email address?

AeroLeads has found 1 work email signal at @cannon-wealth.com for Matt Hearn, Cfp®, Chfc® at Cannon Wealth Management.

Where is Matt Hearn, Cfp®, Chfc® based?

Matt Hearn, Cfp®, Chfc® is based in Winston-Salem, North Carolina, United States while working with Cannon Wealth Management.

What companies has Matt Hearn, Cfp®, Chfc® worked for?

Matt Hearn, Cfp®, Chfc® has worked for Cannon Wealth Management, Newbridge Bank, and Edward Jones.

Who are Matt Hearn, Cfp®, Chfc®'s colleagues at Cannon Wealth Management?

Matt Hearn, Cfp®, Chfc®'s colleagues at Cannon Wealth Management include John Lovette, Kimberly Stone, Chip Wilcox, Carol Uselman, and Lynette G. Joyce.

How can I contact Matt Hearn, Cfp®, Chfc®?

You can use AeroLeads to view verified contact signals for Matt Hearn, Cfp®, Chfc® at Cannon Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Matt Hearn, Cfp®, Chfc® attend?

Matt Hearn, Cfp®, Chfc® holds Certificate, Chartered Financial Consultant® from The American College.

What skills is Matt Hearn, Cfp®, Chfc® known for?

Matt Hearn, Cfp®, Chfc® is listed with skills including Certified Financial Planner, Investment Management, Investment Strategies, Alternative Investments, Holistic Financial Planning, Estate Planning, Tax Advisory, and College Education Planning.

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