Wayne L. Locke,  CFP<sup>&reg;</sup> - Financial Advisor

Wayne L. Locke, CFP®

Matson Financial Advisors Inc

4 Mountainview Ter, Ste 104
Danbury, CT 06810-4145
(203) 743-0131


Wayne Locke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Matson Financial Advisors Inc in Danbury, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Property/casualty: CT
  • Fixed annuities: CT
  • Variable annuities: CT

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Job Loss, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources