Matt Donaghue, CFP® — CEO

👋 Hi, I’m Matt Donaghue, a Financial Planner and Managing Member at Mission Financial Planners in San Antonio, TX. 💡 Since 2000, I’ve been helping individuals and families navigate financial challenges, focusing on tax-efficient retirement strategies, long-term care planning, and estate planning. With certifications like CFP®, CLU®, and RICP®, I bring a well-rounded approach to achieving financial goals. 🤝 I love working with professionals who value collaboration and enjoy partnering with other professionals to tackle complex financial challenges. Together, we can build strategies that create lasting financial confidence. 🎯 My ideal client is someone who wants to plan for their goals—whether those are work-related or personal. I’m passionate about creating tailored strategies that align with your unique vision and financial future. 🔑 Credentials I hold include: Certified Financial Planner™ (CFP®) Chartered Life Underwriter (CLU®) Retirement Income Certified Professional (RICP®) Certified in Long-Term Care (CLTC®) National Social Security Advisor (NSSA®) Accredited Investment Fiduciary Analyst (AIFA®) Professional Plan Consultant (PPC®) 🌟 When I’m not diving into financial strategies, you’ll find me exploring history, enjoying heavy metal music, or spending time with my amazing family. 💬 Let’s connect and discuss how I can help you achieve your financial goals! 🚀 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Mission Financial Planners, LLC. Mission Financial Planners, LLC does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).FINRA Brokercheck: https://brokercheck.finra.org/

Stackforce AI infers this person is a Financial Services professional with expertise in financial planning and insurance.

Location: San Antonio, Texas, United States

Experience: 28 yrs 2 mos