Cetera Financial Group
Matthew P. is a seasoned investment professional currently serving as a Senior Investment Executive at Cetera Financial Group since January 2021. In addition, Matthew co-hosts and is the Executive Producer of the Being Revolutionary Podcast, active since March 2020. Matthew's extensive experience includes a role as a Smart Vestor Pro at Ramsey Solutions and previously as a Financial Advisor at Trilogy Financial, where duties involved developing and implementing customized financial plans. Earlier career positions include serving as a Senior Purchasing Advisor at Global Property Alliance and as Executive Director at Emeritus, overseeing operations at a large assisted living facility. Matthew began a career in management as a Regional Manager for the State of California, where supervision of medical professionals was key. Matthew holds a Bachelor of Arts in Business Administration from California Baptist University.
This person is not in any teams
This person is not in any offices