Matthew R. Wagner, MAcc (Master of Accountancy)
215-354-0500 - Ext.20
Matthew is a graduate of Conwell Egan Catholic High School (2011) and Rider University (2015) with a Bachelor of Science in Business Administration (Cum Laude) with a double major in Finance and Accounting. He also graduated Rider University’s Masters of Accountancy program (MAcc. 2016) with a concentration in Finance. At ITFP, Matthew provides support to the financial planners with investment management research and analysis, and he acts as a liaison with financial institutions to gather information.
He also assists the Certified Public Accountants with general accounting and bookkeeping for individuals and small business owners. He is responsible for preparing individual tax returns under the guidance of the CPAs, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Matthew has been with ITFP since December 2016.
CFP™ and Certified Financial Planner™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Certified College Planning Specialist is a financial planning professional who has demonstrated his or her knowledge by meeting the requirements of the National Institute of Certified College Planners (NICCP). These requirements include passing a series of three tests on college-related topics including: investments for college, tuition tax credits and deductions, tax planning, and student grants, loans, and scholarships. CCPS designees must refresh and expand their expertise regularly by obtaining 12 hours of continuing education credits in college planning every year. For more information about the CCPS designation, visit www.niccp.com. The CPA/PFS designation was established for CPAs who specialize in personal financial planning. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA.