Matt Longan in

Matt Longan

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Partner & Financial Advisor at Chisholm Trail Wealth Planning
📍 Tulsa, Oklahoma, United States

Matt Longan is a Partner and Private Wealth Advisor at Chisholm Trail Wealth Planning in Tulsa, Oklahoma. He specializes in comprehensive financial planning, utilizing an education-first approach to create clarity and align his clients actions with their goals. He holds a Bachelors degree from Northeastern State University.

Based on his professional philosophy, Matt values helping clients maximize their time for family and friendships. He has a demonstrated interest in real estate as a member of the Tulsa Real Estate Investors Association and also appears to follow the local Oklahoma dining scene.

Early in his career, he was recognized for rapidly becoming one of the top financial representatives in his company.

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Experience
17 Years
Current Role
Partner & Financial Advisor
Location
Tulsa, Oklahoma, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Matt cares about

Financial Clarity
His practice is founded on educating clients to create clarity around their goals and ensuring their financial actions align with their desired outcomes.
Holistic Planning
He takes a comprehensive approach to financial planning, integrating various tools and strategies to create holistic, personalized plans for clients.
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Career

Work history

3-2022
Partner & Financial Advisor
Chisholm Trail Wealth Planning
5-2009
Financial Represenative
Northwestern Mutual
In the press

Media appearances

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Education
2005 - 2010
Bachelor's degree
Northeastern State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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