Matt Enger

Matt Enger

Portfolio Manager-Aktien bei Creative Planning LLC

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Consumer Services

Profil

Mr. Matthew H.
Enger is a Managing Director at Creative Planning LLC.
He works with clients to develop a cohesive strategy to meet their most complex goals and needs.
This comprehensive approach covers wealth management issues in the areas of investment management, retirement planning, estate planning, business succession planning, insurance, tax, and charitable planning.
His approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, he worked at a major financial services company for over 13 years.
In his most recent Vice President role, he was responsible for building the financial planning process used throughout the entire branch organization today which supports over 1,500 Account Executives.
He also had vast experience serving as the Vice President Branch Office Manager where he was responsible for overseeing $8 billion of assets under administration.
He also enjoyed serving as Vice President Regional Planning Consultant and Vice President Senior Account Executive dealing primarily with high net worth and ultra-high net worth clients where he was responsible for overseeing client assets and provided financial planning to them.
He graduated from the University of Utah with a Bachelor of Arts degree in Economics.

Aktive Positionen von Matt Enger

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Portfolio Manager-Aktien 01.08.2013
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Ausbildung von Matt Enger

University of Utah Undergraduate Degree

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