Matthew is a Financial Advisor, CERTIFIED FINANCIAL PLANNER® and Investment
Specialist with over a decade of experience helping clients achieve financial stability. A
graduate of Winthrop University with a degree in Personal Finance. Afterwards, he
completed the CFP® curriculum and earned his designation, setting the foundation for his
skillset in comprehensive financial planning. Before joining the Strategis Team, Matthew
served as a Financial Advisor, later leading a team of High-Net-Worth Advisors. In his
current role, he applies deep investment knowledge and a strategic approach to help
ensure that clients’ portfolios align with their long term financial goals. His commitment to
excellence and ability to translate complex financial strategies into actionable solutions
instill confidence in those he serves. Outside of work, Matthew enjoys staying active with
his dog, Griffin, and remains a devoted supporter of Boston sports teams as they chase
championships.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Securities products and advisory services offered through PAS, member FINRA, SIPC.
Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 8009180.2
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