Perry Mattern, Cfp®, Cima®, Cpwa®
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Perry Mattern, Cfp®, Cima®, Cpwa® Email & Phone Number

Principal/Founder at Mattern Capital Management, LLC at Mattern Capital Management
Location: Denver, Colorado, United States 4 work roles 4 schools
1 work email found @matterncapital.com 1 phone found area 866 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email p****@matterncapital.com
Direct phone (866) ***-****
LinkedIn Profile matched
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Current company
Mattern Capital Management
Role
Principal/Founder at Mattern Capital Management, LLC
Location
Denver, Colorado, United States
Company size
5 employees

Who is Perry Mattern, Cfp®, Cima®, Cpwa®? Overview

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Quick answer

Perry Mattern, Cfp®, Cima®, Cpwa® is listed as Principal/Founder at Mattern Capital Management, LLC at Mattern Capital Management, a 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.

Company email context

Email format at Mattern Capital Management

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*@matterncapital.com
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AeroLeads found 1 current-domain work email signal for Perry Mattern, Cfp®, Cima®, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Perry Mattern, Cfp®, Cima®, Cpwa®

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.

Current workplace

Perry Mattern, Cfp®, Cima®, Cpwa®'s current company

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Mattern Capital Management
Mattern Capital Management
Principal/Founder at Mattern Capital Management, LLC
denver, colorado, united states
Website
matterncapital.com
Employees
5
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4 roles

Perry Mattern, Cfp®, Cima®, Cpwa® work experience

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

Principal/Founder

Current
Mattern Capital Management

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, estate planning guidance, and coordinated tax planning to help clients achieve their financial goals. Learn more at https://matterncapital.com/

Feb 2019 - Present

Managing Director - Investment Officer

Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Dec 2008 - Feb 2019

Managing Director - Investment Officer

Wachovia Securities, Llc

December 2008 Wachovia Securities, LLC was acquired by Wells Fargo & Company.

Oct 2007 - Dec 2008

Senior Vice President - Investments

A.G. Edwards & Sons, Inc.

October 2007 A.G. Edwards & Sons, Inc. was acquired by Wachovia Securities, LLC.

Mar 2000 - Oct 2007
Team & coworkers

Colleagues at Mattern Capital Management

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

PG Parveen Gupta, Cfp® Parveen Gupta, Cfp® Colleague at Mattern Capital ManagementDenver Metropolitan Area, 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 View →
4 education records

Perry Mattern, Cfp®, Cima®, Cpwa® education

Cfp® - Certified Financial Planner® Professional Designation Program

The American College

Cpwa® - Certified Private Wealth Advisor® Certification Program

The University Of Chicago Booth School Of Business In Conjunction With The Investments & Wealth Institute

Cima® - Certified Investment Management Analyst® Professional Designation Program

University Of Pennsylvania - The Wharton School In Conjunction With The Investments & Wealth Institute
FAQ

Frequently asked questions about Perry Mattern, Cfp®, Cima®, Cpwa®

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

What company does Perry Mattern, Cfp®, Cima®, Cpwa® work for?

Perry Mattern, Cfp®, Cima®, Cpwa® works for Mattern Capital Management.

What is Perry Mattern, Cfp®, Cima®, Cpwa®'s role at Mattern Capital Management?

Perry Mattern, Cfp®, Cima®, Cpwa® is listed as Principal/Founder at Mattern Capital Management, LLC at Mattern Capital Management.

What is Perry Mattern, Cfp®, Cima®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @matterncapital.com for Perry Mattern, Cfp®, Cima®, Cpwa® at Mattern Capital Management.

What is Perry Mattern, Cfp®, Cima®, Cpwa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 866 for Perry Mattern, Cfp®, Cima®, Cpwa® at Mattern Capital Management.

Where is Perry Mattern, Cfp®, Cima®, Cpwa® based?

Perry Mattern, Cfp®, Cima®, Cpwa® is based in Denver, Colorado, United States while working with Mattern Capital Management.

What companies has Perry Mattern, Cfp®, Cima®, Cpwa® worked for?

Perry Mattern, Cfp®, Cima®, Cpwa® has worked for Mattern Capital Management, Wells Fargo Advisors, Wachovia Securities, Llc, and A.G. Edwards & Sons, Inc..

Who are Perry Mattern, Cfp®, Cima®, Cpwa®'s colleagues at Mattern Capital Management?

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

How can I contact Perry Mattern, Cfp®, Cima®, Cpwa®?

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.

What schools did Perry Mattern, Cfp®, Cima®, Cpwa® attend?

Perry Mattern, Cfp®, Cima®, Cpwa® holds B.S., Financial Management from University Of North Dakota.

What skills is Perry Mattern, Cfp®, Cima®, Cpwa® known for?

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.

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