Matthew joined The FPI Group in 2008. Matthew is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional. He reviews our client’s individual financial situation including their income, taxes, investments, liabilities and personal goals to help create a personalized plan to achieving their objectives.
In collaboration with the members of The FPI Group and RBC Wealth Management’s resources, Matthew can help develop a plan to fit your needs. Along with financial planning, he assist Patrick in portfolio management and trading. Matthew received his Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning and as a Certified Plan Fiduciary Advisor (CPFA), he works with business owners to find appropriate retirement plan solutions for their companies. He received his degree in Business and Finance from Sonoma State University.