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Matt Escalante, CFP®️

Senior Vice President | Senior Director

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5261 

Background

Matt Escalante is Senior Vice President of Institutional Investment Strategy at TCG Advisory Services, LLC, a HUB International company (TCG). In his role, Matt leads the group retirement plan advisor team who develop quarterly investment reviews and present to investment advisory committees established by clients. Matt also helped develop and run the day-to-day operations of FinPath, TCG’s in-house financial wellness program designed to bring financial solutions and coaching to individuals. Additionally, Matt has taken over as director of Cybersecurity, LLC, TCG’s cybersecurity and identity theft subsidiary. 

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 started his career in financial services with Northwestern Mutual Financial Network in 2005 and soon after joined TCG in fall of 2006.  Matt started his career in financial services out of a desire to help others achieve their financial goals and establish strong relationships. With a family background deep in education, TCG was a natural fit for Matt to help educators achieve their financial goals.

Areas of Focus

  • Institutional Investment Strategy
  • FinPath
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") 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.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.