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

Matthew Bungo, CFP®

CWS®

Vice President - Branch Manager

Charles Schwab & Co. Inc.

409 Throckmorton St
Fort Worth, TX 76102
FINANCIAL ADVISOR'S WEBSITE
(817) 820-1151

General

Matthew Bungo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles Schwab & Co. Inc. in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Wealth Strategist®

Insurance Licenses

  • Life insurance: OR
  • Fixed annuities: OR
  • Variable annuities: OR

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Nontraditional Households

More

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