Matthew  Wisehaupt,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Wisehaupt, CFP®

Wisehaupt Bray Asset Management

3399 Pga Blvd, Ste 180
Palm Beach Gardens, FL 33410-2804
FINANCIAL ADVISOR'S WEBSITE
(561) 227-5085 CONNECT WITH Matthew
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General

Matthew Wisehaupt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wisehaupt Bray Asset Management in Palm Beach Gardens, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Minority Financing, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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