Matthew is a financial planner at Goodstein Wealth Management and in his role, he helps manage the firm’s 401(k) clients, as well as his individual clients. He makes sure that they are positioned for future growth by providing individualized recommendations and strategies. He has been in the financial services industry for 9 years and had previously worked in the small cap venture capital space.
Matthew has always had a fascination with finances ever since he was a kid and in his role at the firm, he has built his own book of business and enjoys working hard for his clients to help them succeed. He is responsible for their success and doesn’t take that responsibility lightly. He wakes up every day with a new curiosity and is always looking to implement new strategies for his clients. He enjoys the relationships of trust and guidance he has built with them.
Outside of the office, Matthew enjoys spending time with his wife and baby daughter and is embracing the adventure of being a new dad. He also enjoys snowboarding, rowing, and running and is never one to turn down an athletic challenge. He is also involved with the Youth Business Alliance and helps mentor high school students and teach them about the economy and business.