Mathew W. Roper, Shelgren Financial Group, Inc. (Renton, WA)

3900 East Valley Road Suite 202 Renton, WA

Mathew is a fee-for-service advisor who provides financial planning and investment management advice to individuals and businesses. Shelgren Financial Group, Inc., is a full service financial and tax planning organization. We recognize that our clients' financial needs and goals are as diverse as the markets in which we work. By making available a wide range of investment options, we are able to provide our clients with unique plans to help them reach their financial goals. Our highly trained investment advisor representatives translate our clients' financial objectives into a comprehensive plan that works for them.

Contact Information

Phone:
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Personal Website:
http://www.shelgrenfinancial.com

About mi Business

About mi Financial Service

Financial Service Category
Estate Planning, Retirement Planning, Financial Insurance / Protection, Education Financial Planning, Investment Advisor, Tax Preparation / Income Tax
Finance Credentials
CFP - Certified Financial Planner

Services Provided & Rates

Service Name

Duration

Rate

Description

Retirement Planning

     

Investment Management

     

Investment Related Tax Planning

     

Estate Planning (Coordinate with an Attorney)

     

Insurance Needs (Life, Disability and LTC)

     

College Planning

     

Professional Experience

Position

Facility/Company

Specialty

Dates Performed

City

State

Country

Financial analyst, investment banker, and institutional trader

Sagient Research

Sagien Research is a boutique investment bank and publisher of institutional research

       
 

Oppenheimer & Company

         
 

American Express Financial Advisors

         

Education

School Name

Location

Dates Attended

Degree

Major

Minor

Greek

Activities and Societies

University of Washington

   

Bachelor's

Business Administration

     

Certification/Licensure

Name

Description

Date

Certified Financial Planner

   

Investment Advisor Representative of Shelgren Financial Group, Inc.

   

Holds NASD Series 7, 63, 65

   

Holds insurance licenses

   
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