Matthew Galvan

Matthew Galvan Email and Phone Number

Financial Planner @ Spectrum Wealth Strategies
Matthew Galvan's Location
Dallas, Texas, United States, United States
Matthew Galvan's Contact Details

Matthew Galvan work email

Matthew Galvan personal email

n/a
About Matthew Galvan

Hi, I’m Matthew Galvan, and I’m a husband, father, friend, and follower of Christ from Dallas, TX. I graduated from Texas A&M University with a BBA in Finance and Business Honors before moving to Denver, CO with my wife, Hannah. In 2022, we moved back home to Texas and had our first son, Henry. We’ve enjoyed reconnecting with old friends and our community here in Dallas, but in our free time, you might find us making our way back to the mountains to ski, hike, and introduce Henry to the things we love and miss from Colorado. Along the way, I've learned that...Preparing for the next step in life isn’t always easy. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I provide an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, identify gaps if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.Matthew Galvan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 13455 Noel Rd. 20th Floor Dallas, TX 75240; (972) 246-1800. Financial planning services offered through Spectrum Strategies, LLC, a Registered Investment Advisory Firm, are not offered or sponsored by MML Investors Services, LLC.https://www.spectrumfg.com/licenses

Matthew Galvan's Current Company Details
Spectrum Wealth Strategies

Spectrum Wealth Strategies

View
Financial Planner
Matthew Galvan Work Experience Details
  • Spectrum Wealth Strategies
    Financial Planner
    Spectrum Wealth Strategies Mar 2023 - Present
    Dallas, Texas, United States
  • Credera
    Senior Consultant
    Credera Jul 2022 - Feb 2023
    Dallas, Texas, United States
  • Credera
    Management Consultant
    Credera Aug 2020 - Jul 2022
    Denver, Colorado, United States
  • Jbknowledge - Technology Solutions For Insurance & Construction
    Business Development Intern
    Jbknowledge - Technology Solutions For Insurance & Construction Feb 2020 - Aug 2020
    Bryan, Texas
    At JBKnowledge, I helped in the sales process for their product, SmartCompliance, which is a Certificate of Insurance and Compliance tracking software for insurance, construction, franchise, and real estate professionals.
  • Liberty Mutual Insurance
    Commercial Lines Underwriting Intern
    Liberty Mutual Insurance Jun 2019 - Aug 2019
    Plano, Tx
  • Hff
    Debt Intern
    Hff Jun 2018 - Aug 2018
    Dallas, Texas
  • Spectrum Strategies L.L.C.
    Financial Planning Intern
    Spectrum Strategies L.L.C. May 2017 - Aug 2017
    Addison, Texas
  • Watermark Community Church
    Student Ministries Summer Intern
    Watermark Community Church May 2016 - Aug 2016
  • Look Cinemas
    Staff Member
    Look Cinemas Jun 2015 - Aug 2015

Matthew Galvan Skills

Leadership Event Planning Microsoft Office Teamwork Microsoft Word Microsoft Excel Public Speaking Microsoft Powerpoint

Matthew Galvan Education Details

Frequently Asked Questions about Matthew Galvan

What company does Matthew Galvan work for?

Matthew Galvan works for Spectrum Wealth Strategies

What is Matthew Galvan's role at the current company?

Matthew Galvan's current role is Financial Planner.

What is Matthew Galvan's email address?

Matthew Galvan's email address is mg****@****era.com

What schools did Matthew Galvan attend?

Matthew Galvan attended Texas A&m University, Trinity Christian Academy.

What skills is Matthew Galvan known for?

Matthew Galvan has skills like Leadership, Event Planning, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Powerpoint.

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