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Tina Matthews, ChFC, CDFA

Tina Matthews, ChFC, CDFA

Created by TinaMatthews on 09/11/2014
Updated on 09/11/2014
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Address:
6601 Vaught Ranch Road, Suite 100
Austin, TX 78730

Phone:(512) 773-2524
Fax:(866) 733-5447

Email:tina@sagepointadvisor.com
Website:www.tinamatthews.net

Payment Accepted:
Cash, Check, Visa, Master Card, American Express

Hours:
Monday through Friday 9 am to 4 pm

Business Description:
Tina Matthews has served in the financial services industry since 1986. She graduated Summa Cum Laude from St. Edward's University in Austin, Texas as a Finance Major. Tina currently holds a Texas Life and Health license, Series 6, 63, 7 and 66 securities registrations, all of which allow her to do comprehensive insurance and investment planning* with her clients. She has completed the educational and experience process of the intensive ChFC (Chartered Financial Consultant) and CDFA (Certified Divorce Financial Analyst) designations. Preparing clients for long-term retirement income is one area of expertise and she also has a passion for working with those who find themselves suddenly single through divorce or loss of a spouse. Helping clients avoid financial pitfalls and common mistakes is a primary focus in divorce cases. She is an active member of the Society of Financial Services Professionals which is the only professional organization comprised of a network of credentialed professionals who work in diverse financial disciplines.

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