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Matthew W
ChFC®, Series 66, Series 63
San Marcos, CA
Navy Federal Investment Services, LLC
Matthew Wiegele is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience, all with entities within the Navy Federal Financial Group. Outside of his advisory work, he serves as co-trustee of the Wiegele Family Trust, managing rental property issues in San Marcos, CA. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party portfolio managers and a model-driven investment platform to provide a range of advisory and brokerage solutions.
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