Firm:
Fairpoint Wealth Management, LLC
Job Title:
Financial Advisor
Biography:
In 2017, Matt launched Fairpoint Wealth Management, LLC with a mission to provide affordable & expert financial advice to business professionals like himself. The rapid advancement of financial technology allowed him to break the mold of traditional wealth management firms by charging lower fees and providing conflict free advice that's in his clients' best interest.
Matt received his Bachelor's degree in Financial Services/Financial Planning along with his Certificate in Financial Planning from The University of Akron. He is currently an MBA Candidate at The Weatherhead School of Management - Case Western Reserve University, a top-ranked private university in Cleveland, Ohio.
Matt has worked for several large Fortune 500 Companies during his professional career. Some of these companies include the largest U.S. wealth management firm, a leading and pioneering discount brokerage firm and the largest global paint & coatings manufacturer.
Education:
BBA, Financial Planning, The University of Akron
Assets Under Management:
$1 million
Fee Structure:
Fee-Only
CRD Number:
6204444