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Team

Matthew Jen, CFP®

Financial Advisor
Matthew Jen on a mountain summit with his arms outstretched
About Matt

Matt pairs an analytical approach with a drive for improvement, rising from Customer Relationship Advocate to Investment Management Consultant in three years at Fidelity Investments.

A TCU finance graduate, he competed in karate for Team USA at the Junior Pan American Championships.

CFP®

Next Steps

More time for the life behind the plan.

We take on the operational heavy lifting and see every detail through to completion.