Robert Reich Gardner
Investment adviser representative at Matson Money, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Matson Money, Inc.Jan 2017 to now
- The Financial Coaching Center, LLCSep 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Matson Money, Inc.
$24.3BAssets managed
29,985Clients
5Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1788067
- Firm CRD
- 110425