Loading...

NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

Contact Info
Phone704-930-0032
Emailinfo@nationalCFFassociation.org
Follow Us
Advisor Login Get Certified
Advisor Login Get Certified

Matthew Spangler, CF2

Home Directory Matthew Spangler
Matthew Spangler

Matthew Spangler

Certified Financial Fiduciary®

CF2 Since 2021

Accepts Remote Clients

EDMOND, OK

Visit Website

NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
Send a Message
NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200984
Active Dates
Nov 24, 2021 – Nov 24, 2026
View Digital Certificate

About Matthew Spangler

Matt graduated from Oklahoma Baptist University with a BBA in management. He has been in the financial services industry since 1999. For over 10 years he was a financial advisor for John Hancock where he provided investment, insurance and financial planning advice to retail clients. Since 2010, Matt has focused on active money management, utilizing tactical trading strategies. He currently serves as President and Portfolio Manager and oversees the daily execution of SRG’s fixed income models for clients and institutions. Matt enjoys helping clients prepare for and thrive in retirement. Matt also serves on the Board of Directors for the National Association of Active Investment Managers. He and his wife, Jamie, reside in Edmond, OK with their four wonderful children and are members of NW Baptist Church.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Federal Benefits Investing Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Investment advisory services offered through Signal Research Group, LLC, (SRG) a Registered Investment Advisor in the state of Oklahoma. This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.

Send a Message