Matthew Grahn, Cfp®

Matthew Grahn, Cfp® Email and Phone Number

Partner at SC3F Wealth Management Group @ SC3F Wealth Management Group
Effingham, Illinois
Matthew Grahn, Cfp®'s Location
Urbana-Champaign Area, United States
Matthew Grahn, Cfp®'s Contact Details

Matthew Grahn, Cfp® work email

Matthew Grahn, Cfp® personal email

About Matthew Grahn, Cfp®

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.

Matthew Grahn, Cfp®'s Current Company Details
SC3F Wealth Management Group

Sc3F Wealth Management Group

View
Partner at SC3F Wealth Management Group
Effingham, Illinois
Website:
sc3fwmg.com
Employees:
18
Matthew Grahn, Cfp® Work Experience Details
  • Sc3F Wealth Management Group
    Partner
    Sc3F Wealth Management Group Jan 2023 - Present
    Charleston, Illinois, United States
  • Sc3F Wealth Management Group
    Senior Financial Advisor
    Sc3F Wealth Management Group Sep 2020 - Dec 2022
    Charleston, Il
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jan 2020 - Sep 2020
    Charleston, Il
  • Wells Fargo Advisors
    Complex Manager - Senior Vice President
    Wells Fargo Advisors Feb 2017 - Jan 2020
    North Orange County
  • Wells Fargo Advisors
    Branch Manager - Senior Vice President
    Wells Fargo Advisors Jul 2015 - Feb 2017
    Manhattan Beach, Ca
  • Wells Fargo Advisors
    Area Sales Manager - Los Angeles/Orange County
    Wells Fargo Advisors Jan 2014 - Jun 2015
    Los Angeles/Orange County
  • Wells Fargo Advisors
    Productivity Consultant - Los Angeles/Orange County
    Wells Fargo Advisors Sep 2012 - Dec 2013
    Greater Los Angeles Area
  • Wells Fargo Advisors
    Internal Business Development Consultant
    Wells Fargo Advisors Jan 2011 - Aug 2012
    Greater St. Louis Area
  • Financial Services Wirehouse
    Financial Advisor
    Financial Services Wirehouse Sep 2007 - Jan 2011
  • A.G. Edwards & Sons, Inc.
    Fc Recruiter
    A.G. Edwards & Sons, Inc. Apr 2005 - Sep 2007

Matthew Grahn, Cfp® Skills

Multigeneration Wealth Planning Tax Efficient Strategies Estate Investment Planning Business Succession Planning Wealth Preservation Planning Investments Retirement Planning Financial Services Financial Advisory

Matthew Grahn, Cfp® Education Details

  • University Of Missouri-Saint Louis
    University Of Missouri-Saint Louis
    Finance

Frequently Asked Questions about Matthew Grahn, Cfp®

What company does Matthew Grahn, Cfp® work for?

Matthew Grahn, Cfp® works for Sc3f Wealth Management Group

What is Matthew Grahn, Cfp®'s role at the current company?

Matthew Grahn, Cfp®'s current role is Partner at SC3F Wealth Management Group.

What is Matthew Grahn, Cfp®'s email address?

Matthew Grahn, Cfp®'s email address is ma****@****ail.com

What is Matthew Grahn, Cfp®'s direct phone number?

Matthew Grahn, Cfp®'s direct phone number is +131457*****

What schools did Matthew Grahn, Cfp® attend?

Matthew Grahn, Cfp® attended University Of Missouri-Saint Louis.

What skills is Matthew Grahn, Cfp® known for?

Matthew Grahn, Cfp® has skills like Multigeneration Wealth Planning, Tax Efficient Strategies, Estate Investment Planning, Business Succession Planning, Wealth Preservation Planning, Investments, Retirement Planning, Financial Services, Financial Advisory.

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