Matthew P. Whipple, CFP®, MBA, has joined Cummings Wealth Management Group in Mt Pleasant, SC. The Cummings Wealth Management Group 401(k) division currently serves 36 companies as financial advisors to their 401(k) retirement plan. As Director of Participant Services, Matt proactively engages with well over 1000 participants through enrollment meetings, participant reviews, conducting onsite and WebEx educational sessions focusing on financial health and assisting with rollovers. He also works with HR teams and plan sponsors to deliver superior service to meet the needs of all participants in each 401k plan with a no participant left behind attitude.
Whether a 401(k) participant is approaching retirement or making their very first 401(k) contribution, Matt has the capabilities, resources, experience, education, and compassion to provide quality financial guidance and perspective at all phases in life. Matt graduated from Western Michigan University with a B.S in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional since 2004 and has been providing financial guidance for 18 years. He is a College of Charleston Alumnus achieving an MBA with a concentration in Finance. In addition to guiding clients on important financial matters, Matt enjoys getting involved in the community and playing tennis through the United States Tennis Association.
Cummings Wealth Management Group was founded in 1990 by Bobby Cummings CFP®, AIF®, CFBS, CLTC, and currently serves approximately 200 high net worth families and businesses managing almost $200 million in assets.
Please visit us at www.cummingswealth.com.