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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 


Matt Escalante is Senior Vice President of Institutional Investment Strategy at TCG Advisors, 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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