James M. Matthews,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Matthews, CFP®

CLU®, RICP®

Wealth Management Advisor

Intelligent Retirement

6115 Park South Dr, Ste 200
Charlotte, NC 28210-0104
FINANCIAL ADVISOR'S WEBSITE
(704) 741-0339 CONNECT WITH James
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General

James Matthews is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intelligent Retirement in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

I have spent nearly two decades studying retirement - so you don't have to! If you're a professional over 50, let's take the guesswork out of planning for retirement so you can feel confident you're on track to maximize your efforts by not leaving money on the table.

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Financial Advisor Experience

20 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: VA/NC/SC/FL/GA/MD
  • Health/disability insurance: VA/NC/SC/FL/GA/MD
  • Fixed annuities: VA/NC/SC/FL/GA/MD
  • Variable annuities: VA/NC/SC/FL/GA/MD

Broker-Dealer Affiliation

Park Avenue Securities, LLC

Broker-Dealer Disclaimer

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Intelligent Retirement & Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 2025-6918704.2 exp 3/2027

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources