Deep Enrich
Matt Donaghue, CFP®
Staff Sergeant
17000 followers
San Antonio, Texas, United States
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About me
Managing Member | Financial Planner
Education
Norwich University
2018 - 2020Master of Arts (M.A.) Military History
University of Minnesota Duluth
1991 - 1995
Hamline University
1998 - 1999Bachelor of Arts (B.A.) American History (United States)
Experience
Minnesota Army National Guard
Sept 1996 - Sept 2008Staff Sergeant
Foresters Financial
Jul 2006 - Jun 2019Financial Advisor
Cetera Financial Group
Jun 2019 - Jan 2023Financial Advisor
Mission Financial Planners, LLC
Nov 2020 - nowManaging Member
Nov 2020 - nowFinancial Planner
Nov 2020 - now
Valero Insurance Agency
Jul 2021 - nowManaging Member
Jul 2021 - nowIndependent Agent
Jul 2021 - now
Licenses & Certifications
- View certificate
Accredited Investment Fiduciary Analyst® (AIFA®)
Fi360, A Broadridge company
Certified & Licensed Facilitator
John Maxwell Team- View certificate
Chartered Life Underwriter® (CLU®)
The American College of Financial Services - View certificate
Professional Plan Consultant® (PPC®)
Fi360, A Broadridge company - View certificate
Certified Financial Planner® (CFP®)
CFP BoardApr 2022 - View certificate
National Social Security Advisor Certificate (NSSA®)
Premier NSSA - View certificate
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Accredited Investment Fiduciary® (AIF®)
Fi360 (now Broadridge) - View certificate
Retirement Income Certified Professional® (RICP®)
The American College of Financial Services - View certificate
Certified in Long Term Care® (CLTC®)
CLTC
Volunteer Experience
Lifetime Member
Issued by Veterans of Foreign Wars (VFW) on Sept 2008
Associated with Matt Donaghue, CFP®Sustaining Member
Issued by Society For Military History on Jul 2018Associated with Matt Donaghue, CFP®
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