Matthew Holibaugh
Financial Advisor at Capital Financial Strategies
Based in Jacksonville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Jacksonville
Industry
Financial Services
Company size
18
Contact information
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m•••••••@capfinstrategies.com
Phone
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Background
About Matthew Holibaugh
Matthew Holibaugh is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Capital Financial Strategies. Matthew’s primary goal is to become your most trusted, lifelong Financial Advisor. He has over 15 years experience with wealth and asset management. Prior to joining Capital Financial Strategies, he advised clients in portfolio management at Fidelity Investments. Matthew can assist with wealth management, protection strategies, investment strategies, retirement solutions and tax minimizing strategies. He has the skills, knowledge and expertise required to help meet his client’s personal goals. In addition to these services, Matthew can also help clients prepare through all stages of life via comprehensive financial planning. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Decision-makers
Other people at Capital Financial Strategies
- JNStaff
Jeffery Nettles
Investment Advisor Representative · Finance & Accounting
- KFC-Team
Ken Forrester
Founder, CEO, Managing Partner · General Business & Management
- JCManager
Jane Cartlidge
Controller · Finance & Accounting
- LBStaff
Lou Body
Financial Advisor · Finance & Accounting
- GTStaff
George Trotter
Firm Associate · Legal
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