CSLP Program - Student Loan Advisor Training
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Advisor Detail

Matthew Wilson

Designation: CFP®,ChFC,CSLP®
Languages: English
Matt is a specialist in debt repayment options pertaining to a physician’s unique financial situation.

Contact Information

3838 Oak Lawn Ave
Business Phone:
(682) 888-7357
City: Dallas
State: TX
Zipcode: 75206

Social Information

Business Name:
North Star Resource Group

Business Information

Matt is a financial advisor with North Star’s Medical Division, serving his clients virtually throughout the United States. Based in Dallas, he runs an independent financial practice for early career physicians and dentists. Matt focuses on providing a comprehensive financial services experience to his clients, while helping them to grow and protect their wealth.

As a Certified Student Loan Professional, Matt is a specialist in debt repayment options pertaining to a physician’s unique financial situation. He devotes much of his time helping residents and fellows navigate the increasingly complex world of student loan repayment strategies.
In addition to student loan strategy, Matt believes he can make a significant impact on his clients’ lives early on by helping place appropriate disability and life insurance, build emergency reserves and evaluate retirement contributions.

Disclaimer:
Focus Areas:
Financial Planning, Retirement, Investments, Student Loans
License 1:
CFP
License 2:
CSLP
License 1:
532779
CSLP Issue:
April 9, 2020
CSLP Exp:
April 9, 2027

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