Let’s climb Mt. Everest together! Funding college plans, securing a retirement, or even planning a vacation can feel like climbing a mountain. You’d bring a guide along to Mt. Everest and I can guide you up and down financial mountains. As an undergrad at Rollins College, I worked full-time financing swimming pools. This gave me my first glimpse into personal finance and I became hooked on helping people organize and build strong personal finances.
September 2008 was a wild time to do anything in finance, so naturally, I started my next job at the Vanguard group. The education and experience I gained were invaluable during these years. I earned the CERTIFIED FINANCIAL PLANNERTM professional certification, enabling me to work with individuals across all aspects of financial planning. The next step was to dive deeper into investments through the Certified Investment Management Analyst® designation. With this knowledge, I was able to focus on building optimal portfolios for investors' specific risk tolerance. Between designations, I earned my MBA from Penn State University. After my 7-year education at Vanguard, I had lost touch with working directly with individuals.
To get back to my passion for helping people, I joined Common Cents Planning as a financial advisor. Today, I get to sit down with people every day and listen to their goals and ideas. Together, we collaborate to turn today’s goals into tomorrow’s realities. My favorite moment at Common Cents Planning was sitting in on a review where we showed a client how his assets would last through retirement and he could stop working. I want to share this message with as many people as possible.
When I am not thinking about financial planning, I keep plenty busy. I live in West Chester with my wife, Kim, and our kids Emma and Ryan. The kids keep us busy on the weekends as they explore new sports and activities. Kim and I try to run at least one road race a year together and are active at ACAC in West Chester. It’s amazing how much the kids have redirected our lives.
I look forward to climbing mountains together.
Matt was selected as a Five StarSM Wealth Manager* by Philadelphia Magazine in 2020.
*2020 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 11/2020 based on data gathered within 12 months preceding the issue date. 4148 Philadelphia-area advisors were considered, 366 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.