Matthew Maguire Page

Employer firm

True Wave Financial Planners CRD 130163

$456M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 10/2019
  Securities Service Network, Inc.
  Sacramento, CA
• 09/2014 → Present
  Lucas Group Financial Planners, Inc.
  Sacramento, CA

Previous Registrations

• 2014-03-03 → 2014-09-02
  Capital Planning Advisors Llc
  Roseville, CA
• 2011-03-24 → 2014-02-28
  Kestra Investment Services, Llc
  Sacramento, CA

Other Businesses

1) MATTHEW PAGE INSURANCE SERVICES - 1545 RIVER PARK DR, #401 SACRAMENTO, CA 95815 - 2009 START DATE - NIR - CALIFORNIA LICENSED INSURANCE SALESPERSON - PROVIDE LIFE INSURANCE AND DISABILITY INSURANCE TO CLIENTS - SOLE PROP - 0 HR/MO TRADING. INVESTMENT RELATED 2)Sacramento Estate Planning Council - 08/2015 - N/a Address - NIR - Board Member - Help make strategic decisions about the SEPC - Non-Profit - 0 hrs/mo trading 3)Financial Planning Association NorCal Chapter - N/A address - 10/2015 - NIR - President - Make strategic decisions about FPA NorCal - Other business type - 0 hrs/mo trading

Exams

• S66 Uniform Combined State Law Examination
  2011-03-23
• S63 Uniform Securities Agent State Law Examination
  2003-09-23

Designations

• Certified Financial Planner

Other Names

• Matt Maguire Page