Matthew Parker, CFP®
Associate Vice President
Matthew focuses on financial education and wellness, working directly with plan participants to provide guidance and point in time fiduciary advice on retirement planning and broader financial decisions. He has been with the firm since 2022, and brings prior retirement industry experience from roles at Advised Assets Group and T. Rowe Price. Matthew holds the Certified Financial Planner (CFP) designation, issued by the CFP Board, which requires a bachelor's degree, qualifying experience, and adherence to the board's standards of professional conduct. He earned his degree from the University of Colorado Colorado Springs.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
