Matthew S. Merwin, CFP®President
CA Insurance #0639964
Matt holds a Series 7 (General Securities Representative), Series 24 (General Securites Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), and Series 63 (Uniform Securites Agent State Law Exam) license and is a Registered Representative and Registered Securities Principal with FMN Capital Corporation. As a member of FMN's Investment Committee, he is intimately involved in the allocation decisions made on behalf of clients.
Matt is a member of the Financial Planners Association as well as the National Association of Life Underwriters. He was the host of "Financial Planning and Your Business" on radio. His education and experience qualify him as an expert on estate planning, money management and comprehensive financial planning.
As a financial planner, Matt uses his talent to help people achieve their financial goals. He feels a deep attachment to his work and his clients, making sure to personally involve himself with every client. Matt's biggest reward is seeing his clients succeed in reaching their financial goals.