Matthew Forney, Cfp®, Cpwa® Email & Phone Number

Colorado Springs, Co, Us

Corning, New York

Ithaca, New York

As a part of Tompkins Financial Advisors, I am responsible for building new client relationships and developing the appropriate financial planning and investment strategies to help my clients live their best lives. I work closely with an internal team of financial planners and investment analysts to provide a variety of strategies focusing on wealth management, financial planning, risk management and tax planning.

Ithaca, New York

As a wealth management associate, my primary responsibilities were to assist our team of financial advisors with their day to day activities. My job functions included opening and closing client accounts, placing trades for clients, preparing account documents and statements, and scheduling appointments.

Malvern, Pa

As an investment professional at Vanguard, my primary job responsibilities were to assist clients with their investment accounts over the phone. The conversations that I would have with clients ranged from basic account maintenance (ie. change of address, updating banking information, etc...) to assisting clients with building a portfolio of low cost, highly diversified mutual funds and exchange traded funds. During my time with Vanguard I became a Series 7 and 63 registered representative.

Bachelor Of Science (B.S.), Finance

Cfp® Certification Professional Education Program

Financial Planning Process & Insurance, Investment Planning, Income Tax Planning, Retirement Planning & Employee Benefits, Estate.