Robert Matricardi, CFP®'s Email & Phone Number
Head of Financial Planning
Robert Matricardi, CFP® Email Addresses
Robert Matricardi, CFP® Phone Numbers
Robert Matricardi, CFP®'s Work Experience
Certified Financial Planner
March 2022 to Present
Chief Financial Planning Officer, Director of Financial Planning and Planning Support
October 2017 to September 2019
Director of Financial Planning and Planning Operations
July 2017 to September 2019
Matricardi Consulting
President
June 2014 to April 2015
New York Life Insurance Company
Head of Financial Planning
January 2013 to May 2014
Charles Schwab
Sr. Manager Financial Planning
August 2006 to December 2012
CERTIFIED FINANCIAL PLANNER ™ professional
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Robert Matricardi, CFP®'s Education
State University of New York College at Plattsburgh
January 1990 to January 1994
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Frequently Asked Questions about Robert Matricardi, CFP®
What is Robert Matricardi email address?
Email Robert Matricardi at [email protected] and [email protected]. This email is the most updated Robert Matricardi's email found in 2024.
What is Robert Matricardi phone number?
Robert Matricardi phone number is (704)816-8034.
How to contact Robert Matricardi?
To contact Robert Matricardi send an email to [email protected] or [email protected]. If you want to call Robert Matricardi try calling on (704)816-8034.
What company does Robert Matricardi, CFP® work for?
Robert Matricardi, CFP® works for Financial Resources Group Investment Services, LLC
What is Robert Matricardi, CFP®'s role at Financial Resources Group Investment Services, LLC?
Robert Matricardi, CFP® is Certified Financial Planner
What industry does Robert Matricardi, CFP® work in?
Robert Matricardi, CFP® works in the Financial Services industry.
Robert Matricardi, CFP® Email Addresses
Robert Matricardi, CFP® Phone Numbers
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Robert Matricardi, CFP®'s Ranking
Ranked #204 out of 4,081 for Certified Financial Planner in North Carolina
Robert Matricardi, CFP®'s Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Robert Matricardi, CFP®'s Willingness to Change Jobs
Unlikely
Likely
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There's 88% chance that Robert Matricardi, CFP® is seeking for new opportunities
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Robert Matricardi, CFP®'s Social Media Links
/in/robertmatricardi