Matthew Libien, CFP® in

Matthew Libien, CFP®

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Managing Director-Investments, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional at Wells Fargo Advisors
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
30 Years
Current Role
Managing Director-Investments, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Location
New York City Metropolitan Area, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2009
Managing Director-Investments, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Wells Fargo Advisors
1999
Member
LeTip of Hackensack
2009 - 2012
Den Leader
Pack 86
10-2001 - 2-2009
Financial Advisor
Smith Barney
1997 - 2001
Financial Advisor
PaineWebber
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2011
CFP(R)
Certified Financial Planner Board of Standards
2009 - 2010
CFP certificate
Farileigh Dickinson University - Hackensack
1990 - 1995
BSBA
Boston University - School of Management
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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