Matthew Grahn, Cfp® Email & Phone Number

Matt began his career in wealth management in 2005 with A.G. Edwards & Sons, Inc. Before relocating to Illinois in 2019, he previously managed the Anaheim, Brea, and Manhattan Beach offices of Wells Fargo Advisors Private Client Group in southern California. Prior to that, he consulted more than 500 Financial Advisors and Advisor teams in southern California and Hawaii. While living in California, Matt and his wife, Joslyn, met Dan and Jeanne Cunningham of Mattoon, Illinois, at a work conference. With their 3rd child on the way, and a desire to be closer to family, Matt teamed up with Financial Advisors Dan Cunningham, Craig Cunningham, and Chris Considine. As a result of Matt’s previous roles in consulting advisors, he has designed his practice to serve fewer clients with more complex needs. This allows him to spend more time per client, which is often needed with high earning and high net worth families with tax and estate concerns. His clientele is across the country from California to Florida.* Our firm does not offer tax or legal advice.Matt graduated Magna Cum Laude from the University of Missouri – St Louis with a bachelors in Business Administration with an emphasis in Finance. He and his wife, Joslyn, met in college and currently reside in Effingham with their son and two daughters. They have a mini golden doodle, Gunner. When out of the office he enjoys spending time with the family, golfing, running, and camping. His golf game is proof he is a hard worker. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WI only.Resident State of IL; CA Insurance License Number 0K66367/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Multigeneration Wealth Planning, Tax Efficient Strategies, Estate Investment Planning, Business Succession Planning, and 5 others.

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  University Of Missouri-Saint Louis

  Finance