Matt works in our Financial Planning office in Woodstock, GA!
“I love to help people. When I was a young Boy Scout, I learned the value and satisfaction of helping others by working with charities such as Habitat for Humanity. As a college student, I became naturally drawn to business and finance, and this passion made learning easy for me. As my expertise grew, I realized that many people struggle with the day-to-day world of finance because to them, it feels like a foreign language. Unfortunately, these individuals tend to be the ones who mismanage what they have or are taken advantage of. I knew I wanted to help people maneuver these issues, but it took me time to figure out how I could do this. I entered the large corporate world with success but lacked personal fulfillment. I realized that in the corporate world, the all-important bottom line superseded the importance of the clients.
When I met Deanna, I soon realized that I found a firm that allowed me to apply my skills and passions while helping clients navigate the ins and outs of the financial areas in their lives with confidence.”
Matthew Atwood CFP® is a partner at TimeWise Financial. He is a Georgia native from Clarkesville, GA. He attended the University of North Georgia where he received a bachelor’s degree in Finance. Before starting with TimeWise Financial, he spent time as a Licensed Broker and a Pricing Analyst. His experience in both security sales and analytics will be of lasting value to our clients. Outside of work he enjoys playing golf, trying new restaurants, and cheering on The Atlanta Falcons.
Exams + Certifications:
- CFP® certification
- The Series 7 General Securities Representative Exam
- The Series 63 Uniform Combined State Law Exam
- The Life, Accident & Sickness Certification
Loves Working With:
Car Enthusiasts, Engineers, Corporate Employees, and Corporate Employees in Transition