Talk to sales Try for Free
Matthew Mancini, CFP ®, ChFC ®, AEP®

Matthew Mancini, CFP ®, ChFC ®, AEP®

Paraplanner

Followers of Matthew Mancini, CFP ®, ChFC ®, AEP®308 followers
location of Matthew Mancini, CFP ®, ChFC ®, AEP®Buffalo, New York, United States

Connect with Matthew Mancini, CFP ®, ChFC ®, AEP® to Send Message

Connect

Connect with Matthew Mancini, CFP ®, ChFC ®, AEP® to Send Message

Connect

  • Timeline

  • About me

    Wealth Planning Team Leader, Advanced Financial Planning at Wilmington Trust

  • Education

    • Canisius College

      2002 - 2006
      BS Finance

  • Experience

    • Ogorek Wealth Management, LLC

      Jun 2006 - Jul 2009
      Paraplanner

    • Wilmington Trust

      Aug 2009 - now
      Senior Wealth Planner

      Prepare comprehensive financial plans and analyses.

  • Licenses & Certifications

    • Accredited Estate Planner (AEP)

      National Association of Estate Planners & Councils
      Nov 2019

    • Certified Financial Planner

      CFP Board
      Sept 2011

    • Chartered Financial Consultant

      The American College of Financial Services
      Jun 2015