Tuesday, October 20, 2020
GUEST SPEAKER: Matthew Wollmann, Vice President, Financial Advisor, HilltopSecurities
Matthew Wollmann is a Vice President, Financial Advisor with HilltopSecurities’ Private Client Group in Sherman Oaks. He has worked as a Financial Advisor since 2008 and specializes in customizing financial and retirement plans for individuals and corporations. Prior to joining HilltopSecurities Matthew spent five years at Morgan Stanley. Matthew dedicates his success as a Financial Advisor to his belief in approaching the financial planning process with honesty, integrity, and making his clients’ well-being his ultimate priority. He recognizes the planning process can often be overwhelming and intimidating with the amount of information, often conflicting, regarding how one should begin the process and how to invest. Matthew simplifies the process by designing a holistic financial plan designed to provide clients clarity and peace of mind throughout retirement.
Through the planning process, he gains an in-depth understanding of the client’s financial and personal goals followed by the construction of a financial plan that may include the following topics: Estate Planning, Retirement, Social Security, College-Savings, Asset Management, Insurance, Long-Term Care, and/or Tax-Managed investing. Matthew is a graduate of Florida State University. He lives in Santa Monica, California with his wife, Jennifer. Together they enjoy spending time with their daughter, traveling abroad, taking cooking classes, wine tasting, hiking, and volunteering at the Los Angeles Food Bank.