Matthew Unger, CFP®SENIOR GUIDANCE SPECIALIST
Matthew takes an educational approach to working with his clients. He wants them to feel comfortable asking questions and learning more about their finances. Specializing in risk management products and services, Matthew has a background in retirement planning, college savings and investment management giving him a deep understanding of not only the industry, but what his clients are faced with.
Clients come to Matthew to gain a clearer view of how to grow and protect their financial future. After graduating from the University of Texas at Austin, with a degree in Finance on the investment management track and a minor in Accounting, he jumped into the financial planning industry with the goal to leave people better off than he finds them.
He holds the CFP® & CLTC designations, Series 7, 63 and 65 securities registrations as well as the Group I Life & Health Insurance license. When Matthew isn’t working, he enjoys playing soccer and traveling with his wife, Amy.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.