Meet Matt Escalante

June 30, 2020

Matt Escalante, CFP®️ is a Partner at TCG and Senior Director of Institutional Investment Strategies. He started his career in financial services with Northwestern Mutual Financial Network in 2005 and soon after joined TCG in fall of 2006. Matt’s desire is to help others achieve their financial goals and to establish strong relationships. With a family background deep in educational leadership, TCG was a natural fit for Matt to help educators achieve their financial goals.

Over his time at TCG, Matt has held a variety of positions including Investment Advisor to private clients, Regional Sales Director, and Senior Director responsible for working closely with clients to develop retirement planning education and engagement activities for their employees. In his current role, Matt leads the group retirement plan advisor team who develop quarterly investment reviews and present to investment advisory committees established by clients.

Matt received his BA in Business Management from California State University, Fullerton. He
had also acquired the Series 6 and 63 FINRA securities licenses and CA insurance license during his time at Northwestern Mutual Financial Network. Matt earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019.

Matt and his wife Megan have two children, Jack and Paige. Matt enjoys playing golf, fishing with the kids, and staying active in the kids’ sporting events.

Schedule a meeting with Matt Escalante.

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Total Compensation Group Investment Advisory Services LP (“TCG Advisors, LP”) is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

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