Matthew Tucker, Cfp®
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Matthew Tucker, Cfp® Email & Phone Number

Vice President, Wealth Planner at Fidelity Investments
Location: Thousand Oaks, California, United States 9 work roles 3 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Vice President, Wealth Planner
Location
Thousand Oaks, California, United States
Company size
52767 employees

Who is Matthew Tucker, Cfp®? Overview

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Quick answer

Matthew Tucker, Cfp® is listed as Vice President, Wealth Planner at Fidelity Investments, a with 52767 employees, based in Thousand Oaks, California, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Matthew Tucker, Cfp®.

Matthew Tucker, Cfp® previously worked as Financial Consultant at Fidelity Investments and VP - Financial Consultant at Charles Schwab. Matthew Tucker, Cfp® holds Bachelor Of Science (B.S.), Finance from University Of Florida.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Matthew Tucker, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Matthew Tucker, Cfp®

Matthew Tucker, Cfp® is a Vice President, Wealth Planner at Fidelity Investments.

Current workplace

Matthew Tucker, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Vice President, Wealth Planner
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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9 roles

Matthew Tucker, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Wealth Planner

Current
Fidelity Investments

Westlake Village, California, United States

Jan 2022 - Present

Vp - Financial Consultant

Charles Schwab

Manchester, New Hampshire

Ran a book of business of around 400 clients with an average net worth of $1.6 million. Responsible for creating an implementing holistic financial plans, including asset management, banking and insurance.

Jan 2018 - Jan 2019

Title Specialist

Fsu Credit Union

Tallahassee, Florida

Jan 2009 - May 2012
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

SH Sharon Hong Sharon Hong Colleague at Fidelity InvestmentsUnited States View → TS Tanya Serrano, Crpc®️ Tanya Serrano, Crpc®️ Colleague at Fidelity InvestmentsGreater Tampa Bay Area, United States View → IM Isaac Malafsky Isaac Malafsky Colleague at Fidelity InvestmentsNew York, United States View → AM Arnika Mohapatra Arnika Mohapatra Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → LV Leah Vaillancourt Leah Vaillancourt Colleague at Fidelity InvestmentsGreater Boston, United States View → NN Nik Nikitovich Nik Nikitovich Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States View → SV Summer Vose Summer Vose Colleague at Fidelity InvestmentsDerry, New Hampshire, United States View → SK Shashi Kumar Shashi Kumar Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → MK Madison Kees, Cep Madison Kees, Cep Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States View → JV Jujare Vinayak Jujare Vinayak Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View →
3 education records

Matthew Tucker, Cfp® education

Bachelor Of Science (B.S.), Finance

University Of Florida

Activities and Societies: Theta Chi Fraternity, University of Florida Table Tennis Team

FAQ

Frequently asked questions about Matthew Tucker, Cfp®

Quick answers generated from the profile data available on this page.

What company does Matthew Tucker, Cfp® work for?

Matthew Tucker, Cfp® works for Fidelity Investments.

What is Matthew Tucker, Cfp®'s role at Fidelity Investments?

Matthew Tucker, Cfp® is listed as Vice President, Wealth Planner at Fidelity Investments.

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

AeroLeads has found 1 work email signal at @fidelity.com for Matthew Tucker, Cfp® at Fidelity Investments.

Where is Matthew Tucker, Cfp® based?

Matthew Tucker, Cfp® is based in Thousand Oaks, California, United States while working with Fidelity Investments.

What companies has Matthew Tucker, Cfp® worked for?

Matthew Tucker, Cfp® has worked for Fidelity Investments, Charles Schwab, and Fsu Credit Union.

Who are Matthew Tucker, Cfp®'s colleagues at Fidelity Investments?

Matthew Tucker, Cfp®'s colleagues at Fidelity Investments include Sharon Hong, Tanya Serrano, Crpc®️, Isaac Malafsky, Arnika Mohapatra, and Leah Vaillancourt.

How can I contact Matthew Tucker, Cfp®?

You can use AeroLeads to view verified contact signals for Matthew Tucker, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Matthew Tucker, Cfp® attend?

Matthew Tucker, Cfp® holds Bachelor Of Science (B.S.), Finance from University Of Florida.

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