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Our financial advice team


Matt Wissman

Matt Wissman

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Further Financial Group
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Interests

My interests revolve around being active with my family and friends. Listed below are a list of some the activities I enjoy with family and friends:

Volunteering to coach various local youth teams.

Running - I completed the 2004 Columbus marathon, and have participated in various half-marathons.

I love to golf with friends and family.

Taking my family to various sporting events every year.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Cincinnati - MEd, Educational Leadership and Administration 2005-2006
  • Xavier University Masters of Education, Secondary Education and Teaching 2000-2002
  • Wilmington College (OH) Bachelor of Arts - BA, Secondary Education and Teaching 1993-1997

Community participation

I enjoy being actively involved in my community. I currently coach a variety of youth basketball and baseball teams throughout the year. For the past several years, I have been a member of the Badin High School investment committee.