Associate Financial Advisor
As an Associate Financial Advisor at f3Logic, Matthew works hand-in-hand with clients to create a cohesive financial plan, meet their financial goals, and make the complex simple to understand. Finances and the market can be intimidating, and, with a fiduciary lens, Matthew looks to assist his clients and make them at ease regardless of market performance or personal circumstance.
Matthew has been a financial advisor for nearly two years following a career built in market research. During his time at his previous role, Matthew realized his passion to assist people with problems he could help them to understand and overcome. He chose to work in financial planning and it has quickly become his passion.
Matthew has a Bachelor Degree in Marketing from the University of Scranton and various financial designations including Series 7, 66, and SIE.