Matthew McMahonCertified Financial Planner
areas of expertise
- Financial Planning
- BBA, Business Management, Northern Arizona University
- Executive Certificate in Financial Planning from Xavier University
- Independent Insurance Agent
- Certified Financial Planner™ Professional
Matt McMahon is a Certified Financial Planner™ (CFP®) professional for Strategic Financial Planning, LLC. Matt specializes in creating personalized retirement income plans and Social Security planning. He enjoys working with clients to help them achieve their financial goals.
Matt started his career in the financial planning industry in 2007. He has successfully designed retirement income plans that incorporate all retirement assets including Social Security and pensions for a wide variety of clients. Matt also is experienced with advanced wealth transfer techniques.
Matt is a graduate of Northern Arizona University with a Bachelor’s degree in Business Management. He received his formal financial planning training through Xavier University where he earned an Executive Certificate in Financial Planning. He is a registered CFP® and holds Series 65, Life, Accident and Health Insurance licenses in the state of Arizona.
In his spare time, he enjoys spending time with family and friends, traveling and being outdoors.
Call Matthew for a free consultation: 928-212-8000
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