Please complete the CAPTCHA to continue
@matterncapital.com
✓
1 phone found area 866
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Perry Mattern, Cfp®, Cima®, Cpwa® is listed as Principal/Founder at Mattern Capital Management, LLC at Mattern Capital Management, a company with 5 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at matterncapital.com, phone signal with area code 866, and a matched LinkedIn profile for Perry Mattern, Cfp®, Cima®, Cpwa®.
Perry Mattern, Cfp®, Cima®, Cpwa® previously worked as Principal/Founder at Mattern Capital Management and Managing Director - Investment Officer at Wells Fargo Advisors. Perry Mattern, Cfp®, Cima®, Cpwa® holds B.S., Financial Management from University Of North Dakota.
This section adds company-level context without repeating Perry Mattern, Cfp®, Cima®, Cpwa®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Perry Mattern, Cfp®, Cima®, Cpwa®. Compare company email patterns before reaching out.
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 Financial Services, Wealth Management, Investment Advisory, Asset Management, and 33 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater Denver Area
As head of the firm and lead strategist, Perry is responsible for developing and implementing financial plans that address the unique needs of high net worth individuals. With more than 20 years of experience, he brings deep technical expertise to every client engagement, combining investment management, risk management, liability reviews and advice.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
December 2008 Wachovia Securities, LLC was acquired by Wells Fargo & Company.
October 2007 A.G. Edwards & Sons, Inc. was acquired by Wachovia Securities, LLC.
Other employees you can reach at matterncapital.com. View company contacts for 5 employees →
Parveen Gupta, Cfp®
Colleague at Mattern Capital ManagementDenver Metropolitan Area, United States
View →
RC
Ryan Cashman, Fpqp™
Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States
View →
LW
Lucas Wandell, Cfp®, Chfc®, Crpc™
Colleague at Mattern Capital ManagementDenver Metropolitan Area, United States
View →
Quick answers generated from the profile data available on this page.
Perry Mattern, Cfp®, Cima®, Cpwa® works for Mattern Capital Management.
Perry Mattern, Cfp®, Cima®, Cpwa® is listed as Principal/Founder at Mattern Capital Management, LLC at Mattern Capital Management.
AeroLeads has found 1 work email signal at @matterncapital.com for Perry Mattern, Cfp®, Cima®, Cpwa® at Mattern Capital Management.
AeroLeads has found 1 phone signal(s) with area code 866 for Perry Mattern, Cfp®, Cima®, Cpwa® at Mattern Capital Management.
Perry Mattern, Cfp®, Cima®, Cpwa® is based in Denver, Colorado, United States while working with Mattern Capital Management.
Perry Mattern, Cfp®, Cima®, Cpwa® has worked for Mattern Capital Management, Wells Fargo Advisors, Wachovia Securities, Llc, and A.G. Edwards & Sons, Inc..
Perry Mattern, Cfp®, Cima®, Cpwa®'s colleagues at Mattern Capital Management include Parveen Gupta, Cfp®, Ryan Cashman, Fpqp™, and Lucas Wandell, Cfp®, Chfc®, Crpc™.
You can use AeroLeads to view verified contact signals for Perry Mattern, Cfp®, Cima®, Cpwa® at Mattern Capital Management, including work email, phone, and LinkedIn data when available.
Perry Mattern, Cfp®, Cima®, Cpwa® holds B.S., Financial Management from University Of North Dakota.
Perry Mattern, Cfp®, Cima®, Cpwa® is listed with skills including Financial Services, Wealth Management, Investment Advisory, Asset Management, Financial Planning, Investments, Investment Strategies, and Investment Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts