Matt joined SFP Wealth in June of 2017. As a financial associate, Matt works closely with our clients to assist them in gaining their financial independence. He oversees all investment related activities for both new and existing clients across the firm, handling asset transfers, risk allocation changes, trading, and liquidity needs. He is fiercely loyal, hard-working, and always finding new ways to ensure the proper implementation of his client’s assets.
Matt graduated from the University of New Hampshire with dual degrees in Business Administration and Economics and a focus in Finance. He holds his Series 7 and 63 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses.
He currently lives in South Boston. Outside of the office, if you can track him down, you’ll find Matt snowboarding, playing soccer, hiking, running around Castle Island, or checking out the latest brewery surrounded by friends and family. Matt did a semester abroad in Budapest, Hungary where he further enhanced his love for travel and is always researching the next destination on his travel hit list.