Matthew Truckner,
EA, AAMS, AWMA

Tax Advisor

Matthew started his career in the financial services industry in 2003. Prior to joining the Mercer Advisors, he was a Tax Advisor at Hewitt Financial Group in Camarillo, CA. He is an Enrolled Agent licensed by the United States Department of Treasury. He is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning. Matthew holds a Bachelor of Arts degree in Education from West Coast Baptist College. Matthew completed the CFP® Certification Professional Education Program granted by the College for Financial Planning. Matthew also holds the Series 65 license. Matthew lives with his wife and their four daughters. He volunteers at his church in various children’s and youth ministries.

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