Matthew Maguire Page
Investment adviser representative at True Wave Financial Planners
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$456.5MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- True Wave Financial PlannersJan 2025 to now
- Lucas Group Financial Planners, Inc.Sep 2014 to now
- Securities Service Network, Inc.Sep 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
True Wave Financial Planners
Legal name: Lucas Group Financial Planners, Inc.
$456.5MAssets managed
956Clients
3Advisers
8 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
- 3166601
- Firm CRD
- 130163