Matt Hearn
Matt Hearn, Cfp, Chfc at Cannon Wealth Management
Based in Winston-Salem, United States
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Seniority
Staff
Department
Other
Location
Winston-Salem
Industry
Financial Services
Company size
9
Contact information
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m•••••••@cannon-wealth.com
Phone
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Background
About Matt Hearn
As a financial planner with experience in financial services since 2002, Matt joined Cannon Wealth Management in 2012. He approaches his role as that of a financial guide, working along-side his client's as they pursue their financial goals, while helping them avoid unnecessary risks along the way. He holds Series 7, 66 and 24 securities licenses, as well as Life, Health and Long-Term Care insurance licenses. He is a Chartered Financial Consultant® and a CERTIFIED FINANCIAL PLANNER® practitioner specializing in tax advice, retirement planning and investment portfolio management. Matt always places his client's financial interests first. He does not recommend proprietary investment vehicles, but distinctly provides options for what he believes to be the best investments and/or risk-reduction tools for his client's unique situation. With Matt, a client is family and he feels a moral duty to give trust-worthy advice and recommendations befitting such a relationship. In his spare time, he enjoys vlogging, teaching financial literacy classes, and spending time with his wife and children. Securities and advisory services offered through Cannon Wealth Management, a Registered Investment Advisor. Brokerage services offered through Private Client Services, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above.
Decision-makers
Other people at Cannon Wealth Management
- BAC-Team
Barry Amburn
Managing Partner · General Business & Management
- KSDirector
Kimberly Stone
Director of Development, Marketing and Client Experience · Advertising & Marketing
- MHOther
Matt Hearn
Founder, Author, Money Coach · Other
- LGStaff
Lynette G. Joyce
Cisp, Administrator · Operations
- CWManager
Chip Wilcox
Partner Financial Advisor · Finance & Accounting
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