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Matt Gist, AIF®, CPFA

Matt gist, aif®, cpfa

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location of Matt Gist, AIF®, CPFADallas-Fort Worth Metroplex
Phone number of Matt Gist, AIF®, CPFA+91 xxxx xxxxx
Followers of Matt Gist, AIF®, CPFA2000 followers

  • Timeline

    Jul 2015 - Jan 2020

    Regional Retirement Consultant

    Fidelity Investments
    Westlake, TX
    Feb 2020 - Feb 2024

    AVP, Retirement Plan Advisor

    HUB Retirement and Wealth Management
    Current Company
    Feb 2024 - now

    Vice President, Advisor Consultant

    Fidelity Investments

  • About me

    Vice President, Advisor Consultant at Fidelity Investments

  • Education

    • Carroll senior high school

      2006 - 2010

      Activities and Societies: Varsity Baseball

    • Oklahoma state university

      2010 - 2014
      Bachelor of science (b.s.) finance

      Activities and Societies: Kappa Sigma, Delta Sigma Pi

  • Experience

    • Fidelity investments

      Jul 2015 - Jan 2020

      • Regional Retirement Consultant

        Aug 2018 - Jan 2020

      • Regional Sales Consultant - 401(k)

        May 2017 - Jul 2018

      • Workplace Planning & Guidance Consultant II

        Jul 2016 - Apr 2017

      • Workplace Planning & Guidance Consultant I

        Jul 2015 - Jul 2016

    • Hub retirement and wealth management

      Feb 2020 - Feb 2024
      Avp, retirement plan advisor

      In my role with HUB Retirement and Wealth Management, I worked with plan sponsors of all sizes to help develop and improve their corporate retirement plans by providing fiduciary guidance on plan structure and investment management. Our primary goal is to improve the financial futures of the next generation in Texas and beyond.Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, HUB International and HUB Retirement and Wealth Management are not affiliated with LPL Financial. HUB Retirement and Wealth Management is the approved name under which LPL Financial business is conducted. Show less

    • Fidelity investments

      Feb 2024 - now
      Vice president, advisor consultant

  • Licenses & Certifications

    • Series 7 - general securities representative examination

      Financial industry regulatory authority (finra)
      May 2015
      View certificate certificate

    • Accredited investment fiduciary

      Fi360, a broadridge company
      Jan 2020

    • Insurance agent, property & casualty

      Texas department of insurance
      Nov 2022

    • Certified plan fiduciary advisor

      American retirement association
      May 2020

    • Series 66 - uniform combined state law examination

      Nasaa
      Jun 2015
      View certificate certificate

  • Honors & Awards

    • Awarded to Matt Gist, AIF®, CPFA
      NAPA's Top Young Retirement Plan Advisors "Aces" - 2021, 2022, 2023 National Association of Plan Advisors Dec 2021 NAPA Top 100 Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.
    • Awarded to Matt Gist, AIF®, CPFA
      NAPA's Top DC Advisor Teams - 2020, 2021, 2022, 2023 National Association of Plan Advisors Apr 2021 The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.
    • Awarded to Matt Gist, AIF®, CPFA
      Sales Leader - 2019 Fidelity Investments Dec 2019