Brian Mathews

Brian Mathews

Brian is currently an Associate Vice President of Investments at an investment firm based in South Florida. As a Financial Advisor, he provides investment advice to retail and institutional clients, in addition to helping clients develop and implement strategies for building wealth and reaching their goals. Brian attained his Bachelor’s degree in Finance from the University of Miami, and has also earned the CERTIFIED FINANCIAL PLANNER™ or CFP®, practitioner designation.

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  1. Credit, Loans & Mortgages

    Can Netspend cards be used internationally?

    Discover where NetSpend cards can be used, and understand the fees associated with using them overseas.
  2. High Net Worth Strategy

    How do you Cancel a NetSpend Card?

    Learn how to close or cancel your NetSpend account. Be aware of potential issues and fees associated with doing so.
  3. Retirement Savings

    Do 401k contributions reduce AGI and/or MAGI?

    Discover how contributing to a 401(k) plan can reduce your AGI and/or MAGI. Also learn by how much and how this differs from ...
  4. Credit, Loans & Mortgages

    Is it possible to get a free credit report from Equifax?

    Learn how you can receive a free credit report from Equifax, and discover what you need to do so you can view your free annual ...
  5. Banking

    Will Netspend cards let you overdraw your account?

    Discover if NetSpend debit cards allow you to overdraw your account. Learn how to enroll in NetSpend's overdraft protection ...
  6. Retirement

    5 Action Items to Complete Before Retiring

    Learn the five steps that are crucial to nailing an effective and successful retirement plan.
  7. Credit, Loans & Mortgages

    How the Shell Credit Card Works: Benefits & Rewards (RDS.A)

    Learn the three different payment options available from Shell, including how to apply, the benefits of each, who should ...
  8. ETFs

    Where to Invest Your Money? 10 Steps to Financial Success

    Learn where to invest your money ten steps. Included is how to develop a proper investment plan, different investment products ...
  9. FA Profession

    Why Financial Planning Seminars Are Great for Referrals

    Financial advisors can hold seminars to attract new clients. Learn about the types of seminars and how to make them more ...
  10. FA Profession

    Affluent Clients Have Different Financial Planning Needs

    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection ...
  11. Retirement

    Edward Jones IRA and Roth IRA Review

    Investors looking to open an IRA or Roth IRA at Edward Jones can learn about the opening process, investment options, fees ...
  12. ETFs

    Fidelity vs. Vanguard: Which is Better Suited to You?

    Learn whether Fidelity or Vanguard is better for the aggressive, conservative, cost-conscious or service-oriented/tech-savvy ...
  13. Investing

    Investing in Bonds: 5 Mistakes to Avoid in Today's Market

    Investors need to understand the five mistakes involving interest rate risk, credit risk, complex bonds, markups and inflation ...
  14. FA Profession

    How Financial Advisors Can Buy Referrals

    Financial advisors can buy referrals through third-party websites such as Paladin Registry, NAPFA or the Garrett Planning ...
  15. FA Profession

    Accuquote vs. Selectquote: Which Website Is Better?

    Accuquote and Selectquote are websites offering insurance quotes to consumers. Learn about the products and educational materials ...
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