Talk to sales Try for Free
Matt Page

Matt Page

Intern

Followers of Matt Page1000 followers
location of Matt PageGreater Sacramento

Connect with Matt Page to Send Message

Connect

Connect with Matt Page to Send Message

Connect

  • Timeline

  • About me

    Partner at Lucas Group Financial Planners

  • Education

    • University of Oregon Lundquist College of Business

      1997 - 2001
      Bachelor of Science (B.S.) Finance, General

  • Experience

    • Stone & Youngberg

      Jun 1998 - Aug 1998
      Intern

    • Morgan Stanley

      Sept 1998 - May 2001
      Registered Sales Asst.

    • Wells Fargo

      Sept 2001 - Jun 2002
      Personal Banker

    • Trackmagic Racing

      Jul 2002 - Jun 2004
      General Manager

    • Foord, Van Bruggen, Ebersole & Pajak

      Jun 2004 - Dec 2010
      CFP

    • Capital Planning Advisors

      Dec 2010 - Aug 2014
      CFP

    • Lucas Group Financial Planners

      Aug 2014 - now
      Partner and CFP, CRPS, CAP

  • Licenses & Certifications

    • CRPS

      College for Financial Planning
      Mar 2013

    • CFP

      Certified Financial Planner Board of Standards, Inc.
      Apr 2007

    • Chartered Advisor In Philanthropy

      THE AMERICAN COLLEGE
      Dec 2017