Parveen Gupta, Cfp®
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Parveen Gupta, Cfp® Email & Phone Number

Manager of Financial Planning and Analysis at Mattern Capital Management, LLC at Mattern Capital Management
Location: Denver Metropolitan Area, United States, United States 8 work roles 3 schools
1 work email found @matterncapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email p****@matterncapital.com
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Current company
Mattern Capital Management
Role
Manager of Financial Planning and Analysis at Mattern Capital Management, LLC
Location
Denver Metropolitan Area, United States, United States
Company size
5 employees

Who is Parveen Gupta, Cfp®? Overview

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Quick answer

Parveen Gupta, Cfp® is listed as Manager of Financial Planning and Analysis at Mattern Capital Management, LLC at Mattern Capital Management, a company with 5 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at matterncapital.com and a matched LinkedIn profile for Parveen Gupta, Cfp®.

Parveen Gupta, Cfp® previously worked as Manager of Financial Planning and Analysis at Mattern Capital Management and Financial Planning Analyst at Mattern Capital Management. Parveen Gupta, Cfp® holds Financial Planning Certificate Program from The University Of Texas At Austin – Center For Professional Education (Cpe).

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Email format at Mattern Capital Management

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*@matterncapital.com
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Profile bio

About Parveen Gupta, Cfp®

As the Manager of Financial Planning and Analysis, I work with our clients to develop and implement comprehensive financial and wealth management plans. Through a lifelong pursuit of learning, I have expanded on my training as a computer science engineer with a Financial Planning Certificate from the University of Texas, Austin, and obtained a Certified Financial Planner® certification with CFP Board!Mattern Capital Management, LLC is a fee-only, SEC Registered Investment Adviser focused on helping successful individuals and families manage the complexity of wealth. At our core, we are a highly experienced team of professionals with specialized investment management expertise using a multidisciplinary approach to financial planning and wealth management. Mattern Capital is purposefully structured to deliver comprehensive and customized solutions designed around our clients’ unique needs.Learn more at https://matterncapital.com/Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.

Listed skills include Agile Methodologies, Software Development, Scrum, Software Project Management, and 14 others.

Current workplace

Parveen Gupta, Cfp®'s current company

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Mattern Capital Management
Mattern Capital Management
Manager of Financial Planning and Analysis at Mattern Capital Management, LLC
denver, colorado, united states
Website
matterncapital.com
Employees
5
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8 roles · 33 years

Parveen Gupta, Cfp® work experience

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

Sr. Software Engineering Manager

Motorola Solutions

Westminster, CO

  • Developed multiple next-generation software products for wide range of public safety customers worldwide driving a team of 100+ engineers in US, Europe, and Asia. Secondary hat of agile and process champion for larger.
  • Reduced the product release cycle 25% by partnering with product management group to prioritize customer needed features and aligning release plans in collaboration with functional managers.
  • Reduced engineering partners / subcontractors overhead by 35% by implementing lean Six Sigma while directing daily oversight ensuring timely execution and deliveries.
  • Implemented program governance and metrics at various levels, guaranteeing tracking and meeting commitments, thereby increasing meet commitments by 80%.
  • Orchestrated research and evaluation of newer technologies, determining relevant incorporation in Motorola public safety products to benefit public safety industry.
  • Responded to COVID-19-induced need of communication centers by creating cloud-enabled flagship on-prem products to run in Microsoft Azure cloud in only 9 months.
2013 - 2021 ~8 yrs

Agile Champion / Dfss Blackbelt / Engineering Manager

Motorola Solutions

Westminster, CO

Transformed six different product development teams from waterfall to agile software development, enabling predictable and quicker release cycles. Guided two mission-critical software development teams manage critical parameters during design and development process for new product introduction of disruptive products in the marketplace.Implemented.

2004 - 2013 ~9 yrs

Program Manager

Motorola India

Gurgaon, India; Bangalore, India

Evaluated, selected and supervised offshore development partner / vendor to develop suite of next-generation public safety software product as part of R&D group. Took ex-pat assignment and moved to India for part of duration to meet short go-to-market time need. Built Windows-based product in agreed-upon and allocated budget.

2001 - 2003 ~2 yrs

Sr. Software Engineer Staff

Motorola

Boulder, CO

1997 - 2001 ~4 yrs

Consultant / Software Engineer

Sigma Systems, Inc.

Boulder, CO; Trumbull, CT

Clients - SCC Communications and Nasdaq

1996 - 1997 ~1 yr

Consultant / Assistant Systems Analyst

Tata Consultancy Services

Bombay, India; Rockville, MD

Clients - National Stock Exchange of India Ltd. (NSEIL), and National Association of Securities Dealers (NASD)

1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at Mattern Capital Management

Other employees you can reach at matterncapital.com. View company contacts for 5 employees →

PM Perry Mattern, Cfp®, Cima®, Cpwa® Perry Mattern, Cfp®, Cima®, Cpwa® Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States View → LW Lucas Wandell, Cfp®, Chfc®, Crpc™ Lucas Wandell, Cfp®, Chfc®, Crpc™ Colleague at Mattern Capital ManagementDenver Metropolitan Area, United States View → RC Ryan Cashman, Fpqp™ Ryan Cashman, Fpqp™ Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States View →
3 education records

Parveen Gupta, Cfp® education

Master Of Science - Ms, Computer Information Systems (Management Of Technology)

Regis University
FAQ

Frequently asked questions about Parveen Gupta, Cfp®

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

What company does Parveen Gupta, Cfp® work for?

Parveen Gupta, Cfp® works for Mattern Capital Management.

What is Parveen Gupta, Cfp®'s role at Mattern Capital Management?

Parveen Gupta, Cfp® is listed as Manager of Financial Planning and Analysis at Mattern Capital Management, LLC at Mattern Capital Management.

What is Parveen Gupta, Cfp®'s email address?

AeroLeads has found 1 work email signal at @matterncapital.com for Parveen Gupta, Cfp® at Mattern Capital Management.

Where is Parveen Gupta, Cfp® based?

Parveen Gupta, Cfp® is based in Denver Metropolitan Area, United States, United States while working with Mattern Capital Management.

What companies has Parveen Gupta, Cfp® worked for?

Parveen Gupta, Cfp® has worked for Mattern Capital Management, Motorola Solutions, Motorola India, Motorola, and Sigma Systems, Inc..

Who are Parveen Gupta, Cfp®'s colleagues at Mattern Capital Management?

Parveen Gupta, Cfp®'s colleagues at Mattern Capital Management include Perry Mattern, Cfp®, Cima®, Cpwa®, Lucas Wandell, Cfp®, Chfc®, Crpc™, and Ryan Cashman, Fpqp™.

How can I contact Parveen Gupta, Cfp®?

You can use AeroLeads to view verified contact signals for Parveen Gupta, Cfp® at Mattern Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Parveen Gupta, Cfp® attend?

Parveen Gupta, Cfp® holds Financial Planning Certificate Program from The University Of Texas At Austin – Center For Professional Education (Cpe).

What skills is Parveen Gupta, Cfp® known for?

Parveen Gupta, Cfp® is listed with skills including Agile Methodologies, Software Development, Scrum, Software Project Management, Soa, Software Engineering, Enterprise Architecture, and Product Management.

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