Matt Mullins, CPA

Matt Mullins's Bio

Matt is an Investment Advisor Representative at Pension Corporation of America® (PCA). Servicing both personal wealth clients and 401(k) plan sponsors, Matt provides both comprehensive and personalized strategies for clients through investment consulting, employer communications, financial planning, and employee education.

Matt began his career with Ernst and Young in their Financial Services practice, where he gained valuable knowledge and experience in the Accounting & Financial Services sector. Performing audits of both public and privately-owned banking and insurance clients, Matt attained the financial qualifications to obtain his Certified Public Accounting (CPA) designation in 2021.

After 2 years with Ernst and Young, Matt joined the PCA team of advisors, and holds the Series 65 Uniform Investment Adviser Law Examination license.
Matt became a CERTIFIED FINANCIAL PLANNER™ Professional (CFP) in 2022. The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board). To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

A Capital University graduate, Matt earned his Bachelor of Business Administration degree in Accounting and Financial Economics.