Matt Page

Matt Page

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Followers of Matt Page1000 followers
location of Matt PageGreater Sacramento

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  • 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