Matthew Bennett
As a financial planner, Matthew advises tech professionals, business owners, and attorneys on wealth-building strategies, financial protection and comprehensive financial planning. He has previously held roles in software sales and has successfully built a business that was acqui-hired. With this experience and knowledge, he is well-equipped to educate and help bring clarity to those navigating complex financial decisions.
Taking a personalized approach with each of his clients, he is deeply committed to helping them maximize their income, invest efficiently, and secure their financial future. He is highly relational and focuses on building relationships and trust from the beginning.
Outside of work, Matthew is a devoted husband and proud father of three. Whether he’s coaching basketball or soccer, spending time with his family, or helping clients achieve financial independence, his mission remains the same: to provide guidance that leads to lasting success.
CRN202806-8691743