Broker Check
James Matthews

Since 2005, James M. Matthews has provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants. As a CERTIFIED FINANCIAL PLANNER™ professional, he has delivered workshops and webinars nationwide on a broad range of topics, has counseled over 12,000 retirement plan participants on the available investment and financial planning options within their company-sponsored plans, and has dedicated his career to advancing the cause of making financial planning available to the next generation.

Registered Representative and Financial Advisor of Park Avenue Securities Financial Representative of Guardian