Matthew J. Libby, Partner, Cfp®, Mba

Matthew J. Libby, Partner, Cfp®, Mba Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ guiding individuals and families toward their own financial freedom. @ Choice Wealth Advisors
waterville, maine, united states
Matthew J. Libby, Partner, Cfp®, Mba's Location
Waterville, Maine, United States, United States
About Matthew J. Libby, Partner, Cfp®, Mba

I am a CERTIFIED FINANCIAL PLANNER TM practitioner. I obtained my CFP® certification after completing the Financial Planning Program through the College for Financial Planning®. I have earned a Bachelor of Science in Finance and a Master of Business Administration from Thomas College. I work with individuals on identifying their specific financial goals and developing a well-detailed execution plan that entails consistent monitoring and check-ups to ensure that path accounts for any changes along the way.Choice Wealth Advisors325-D Kennedy Memorial Drive Waterville Maine 04901207-873-0996Securities Registrations:: Series 7 & 66 Registered.Securities and advisory services offered through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Additional advisory services provided by Choice Wealth Advisors LLC. Cetera is under separate ownership from any other entity.

Matthew J. Libby, Partner, Cfp®, Mba's Current Company Details
Choice Wealth Advisors

Choice Wealth Advisors

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CERTIFIED FINANCIAL PLANNER™ guiding individuals and families toward their own financial freedom.
waterville, maine, united states
Website:
choicewealthadvisors.com
Employees:
4
Matthew J. Libby, Partner, Cfp®, Mba Work Experience Details
  • Choice Wealth Advisors
    Financial Advisor & Partner
    Choice Wealth Advisors Jan 2015 - Present
    No matter what your financial and personal goals may encompass: private schooling, higher education, memorable weddings, world travel, a vacation home, a wonderful retirement, or philanthropic endeavors - my objective is to help you achieve those goals and live your dreams. When you work with me you'll receive three key tools: 1. A clear understanding of your financial goals. 2. A well-defined roadmap for pursuing those goals. 3. Ongoing guidance to help you adjust your roadmap for when your needs change.Choice Wealth Advisors is independent, which gives me the ability to provide unbiased and objective advice. My goal is to help you preserve and grow your assets by recommending comprehensive financial solutions that reflect your needs, values and risk tolerance.
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  • Androscoggin Bank
    Commercial Credit Analyst
    Androscoggin Bank Jul 2014 - Dec 2014
    Lewiston/Auburn, Maine Area
    •Analyzed financial statements and prepared written credit analyses on prospective and existing commercial borrowers to quantify credit risk and recommend an appropriate credit risk rating.•Participated in the preparation of loan quality and credit administration reports of 20 accounts using research for customers, industries, and market trends which were then to be presented to Senior Management and Board and Directors of the Bank.
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  • Somerset Sports & Fitness
    Certified Personal Trainer
    Somerset Sports & Fitness Aug 2011 - Jul 2014
    Skowhegan, Maine
    •Developed modified fitness program for individual and group clients with certain needs.•Managed all personal training programs for the company and enhanced existing programs, profiles, and results for over 150 clients.•Organized and executed two separate twelve week inclusive weight loss programs for ten participants.
  • Somerset Sports & Fitness
    Coordinator
    Somerset Sports & Fitness Aug 2008 - Jul 2014
    Skowhegan, Maine
    •Issued memberships and oriented new customers to the facilities, while gaining a personal relationship with members to maintain a comfortable atmosphere. •Introduced organization to new capabilities of Gym Assistant software that could be used to forecast future membership revenue.•Maintained records of client activity and guests’ accounts, both manually and with database software in order to reduce payment and transaction errors
  • Cianbro Corporation
    Financial Analysis Internship
    Cianbro Corporation May 2012 - Aug 2013
    Pittsfield, Maine
    •Performed budget analysis for 25 separate projects; collected budget estimates from project team and organized information for client and internal project management team.•Reconciled past account payable and account receivable, which resulted in the company collecting over $20,000 in past debts owed and significantly reducing late payments. •Utilized Construction and Capital Project Management Software to provide both revenue and cost projections for five different projects.
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Matthew J. Libby, Partner, Cfp®, Mba Education Details

Frequently Asked Questions about Matthew J. Libby, Partner, Cfp®, Mba

What company does Matthew J. Libby, Partner, Cfp®, Mba work for?

Matthew J. Libby, Partner, Cfp®, Mba works for Choice Wealth Advisors

What is Matthew J. Libby, Partner, Cfp®, Mba's role at the current company?

Matthew J. Libby, Partner, Cfp®, Mba's current role is CERTIFIED FINANCIAL PLANNER™ guiding individuals and families toward their own financial freedom..

What schools did Matthew J. Libby, Partner, Cfp®, Mba attend?

Matthew J. Libby, Partner, Cfp®, Mba attended Thomas College, Thomas College.

Who are Matthew J. Libby, Partner, Cfp®, Mba's colleagues?

Matthew J. Libby, Partner, Cfp®, Mba's colleagues are Rick Forsley.

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