About Matthew Jenkins
Matthew Jenkins, CFA, CFP®
I’m a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ with over 17 years of experience in the financial industry across a variety of roles.
My goal is to help clients reduce the stress of dealing with financial concerns in retirement. I will help design a custom-fit plan and investment strategy to help point you in the right direction and provide best-in-class service to keep you on the right track.
Favorite Board Game: Stratego
Favorite Hobbies: Kayak fishing, windsurfing, swimming, or anything on the water.
Favorite Day Trip: Fredericksburg, floating down the Rappahannock River.
Education: BS in Commerce, University of Virginia
Professional Designations/Memberships:
Media Mentions
- I cosigned student loans, but am now disabled. Can I get out of this loan? (MarketWatch)
- 5 retirement planning mistakes (Business Insider)
- What to know about fee-only financial advisors (Business Insider)
- Matthew's advice on how to handle student loans if the student drops out (MarketWatch)
- 5 mistakes that keep people from becoming millionaires (Business Insider)
- How long to keep IRS records (Business Insider)
- What are your options with an existing 401(k)? (AOL.com)