Matthew Conner, CFP®
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Matthew joined FMN Capital Corporation on June 27, 2008 after a successful twelve-year career at another financial firm. He holds a Series 7 (General Securities Representative Exam) and 63 (Uniform Securities Agent State Law Exam) license and is a Registered Representative with FMN. He became a Certified Financial Planner™ (CFP® )—the highest credential in financial planning—in 1996 and has been an enrolled agent with the U.S. Treasury Department and taxpayer advocate since 2000. He earned his Certified Financial Planner™ designation through the College for Financial Planning in Denver, Colorado.
Matthew is strong in all fields of financial planning, with particularly extensive experience assisting physicians and those in related medical fields. He takes a personal interest in the financial affairs of his clients in order to provide comprehensive service and advice.
Matthew is a native Californian that enjoys exercising and being with his two children Eric and Ava. Matthew is involved in and helps sponsor a local Orange County cycling club, Team Velosport. To schedule an appointment with Matt Conner - please click on the link below.