Matthew Taheri

VP - Financial Consultant

+1 855-620-1676

Financial credentials

  • Series 6, 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, Fidelity Investments, 2020-2021
  • Manager Wealth Management/Program Manager, UFCU & CUSO, 2015-2020
  • Affluent Segment Market Leader, Wells Fargo Advisors, 2006-2015
  • Financial Advisor, FirstCommand Financial Planning & Bank, 2000-2006
  • Financial Advisor, BBVA Wealth Solutions, 2020-2020

Education

  • Masters of Science, Mathematics, University of Central Oklahoma
  • Bachelors of Science, Mathematics, University of Central Oklahoma

Personal interests and affiliations

  • Volunteer, Enspire Atlanta; Atlanta, GA; Assistance for the homeless adults and children
  • Volunteer, Ronald McDonald House Charities; Austin, TX; Social Services
  • Volunteer, Austin Habitat for Humanity; Austin, TX; Helping people in communities to build or improve their homes
  • Volunteer, Hill Country Community Ministries; Leander, TX; Food Pantry

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