Congratulations, Todd!

By Brad Harvey on December 13, 2024

Todd Matia has had a busy year professionally. He has been with our practice for five years and recently passed another financial exam. The Certified Financial Planner^®exam is not for the faint of heart – it requires 21 graduate hours and several hundred hours of study. The topics are varied, ranging from Financial Planning, Investment Strategies, Retirement and Income Planning, Risk Management and Insurance, Estate Law, Tax Law, Business Structure and Planning, the Psychology of Finance, Ethics, and more.

As our practice follows the fiduciary standard, Todd wanted to pursue a designation held by only 20% of all financial professionals, setting a high standard for the knowledge required to continue growing. The core tenet of being a fiduciary is to serve clients wholeheartedly, with their best interests as the sole measure of success.

Todd is also designated as a Certified Financial Fiduciary^®and has passed his Series 65 (Uniform Investment Adviser Law Examination). In his own words:

“After spending five years in the financial industry, along with additional experience owning small businesses and working as an educator, I do not view the CFP^® certification as a benchmark against which to measure myself. Instead, it proves my commitment to being a fiduciary.” The CFP^® designation equips me with the knowledge to ask the right questions and assemble the right team to address complex client issues. I firmly believe there is always more to learn, and I am committed to ongoing education to address my clients’ needs further.”

Congratulations, Todd, on helping our clients for the past five years and passing your most recent exam!

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