Matthew J. Anderson, Cfp®Aif®Ea Email & Phone Number

After nearly 20 years in the wealth management business, I am thrilled to announce that I’ve established my own independent advisory practice, Everplan Wealth. Serving clients as independent advisor will finally allow me to focus 100% of my time on meeting client planning needs. I will continue to focus my efforts on personalized guidance helping individuals navigate life’s important financial decisions. My clients will now benefit from my team’s broad knowledge base which comes from years of experience alongside our client service focus in a setting where they truly get the best of us. Importantly, I’ve partnered with NewEdge Advisors to provide us top of the line support in investments, reporting, compliance and human resources support. Over 350 advisors managing over $55 billion have also partnered with NewEdge giving Everplan Wealth a best-in-class level of knowledge, collaboration and service functionality. If you have any questions or would like to learn more about this exciting opportunity, please see below! Matthew J. Anderson, CFP®, AIF®, EA, Founder Meet Everplan Wealth: https://everplanwealth.com/ Our Contact Information at Everplan Wealth: 512.641.4040 Matt@everplanwealth.com Meet NewEdge Advisors: https://www.newedgeadvisors.com/about/

Austin, Texas Area

Greater San Diego Area

Reason Financial: A Rawdin-Baron Financial, Inc. is a wealth management firm in Southern California delivering comprehensive financial and tax solutions to our clients for over 25 years. We customize and implement financial plans that provide our clients with a focused approach in the growth, protection and distribution of their wealth. Our company’s strategies are designed to help ensure your investments are properly aligned and implemented to reduce exposures that may adversely affect your overall wealth goals. We help our clients by designing strategies and plan of action to work toward three main goals: • Enhance wealth and generate cash flow• Protect and preserve that wealth• Successfully transfer your wealth to the individuals and institutions important to you to secure your legacy

Through a partnership with 1st Global, Rawdin-Baron Financial Inc. provides a comprehensive suite of services and customized solutions that cover the entire spectrum of wealth management.

Dallas, Tx

The Wealth Management Consulting Department partners with 1st Global firms to assist them in building, developing, and maintaining successful wealth management practices. We provide comprehensive financial planning solutions to address each client's specific situation. This includes detailed review and analysis of a client's current financial picture and recommendations.Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.

Greater San Diego Area

Tuttle Wealth Management, LLC (TWM) is an SEC Registered Investment Advisor managing assets for institutions and moderate to high net worth individuals.

Personal Financial Planning Certificate, Financial Planning And Services

Bs, Public Administration

Activities and Societies: Phi Kappa Psi

Education record