Matt Aument, CFP®

VP - Financial Consultant

+1 704-365-4902

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP - Financial Consultant, Fidelity Investments, 2015-2023
  • Investment Consultant, Fidelity Investments, 2012-2015
  • Flagship Associate, Vanguard, 2006-2012

Education

  • Business Administration, Concentration in Finance, Elizabethtown College

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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