Matthew Truckner, EA, AAMS, AWMA

is a senior tax advisor with Hewitt Financial Group. He holds a Bachelor’s degree in Education from West Coast Baptist College. Matthew is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning, a corporate member of National Association of Personal Financial Advisors. He is an Enrolled Agent licensed by the United States Department of Treasury. Matthew also holds the Series 65 License, which is administered by the Financial Industry Regulatory Authority (FINRA). This license is required for investment advisors who provide investment advice.

Matthew is currently enrolled in the Financial Planning Professional Education Program through the College for Financial Planning. He is also active with local non-profit organizations that assist underprivileged youth in his local community. Matthew specializes in tax planning and tax preparation for individuals and families.

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