Matthew Filik RFC, CFP®

Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals. 

A believer in continuing professional development, he earned his CERTIFIED FINANCIAL PLANNER^TM (CFP) designation after completing strenuous course work and passing several exams. Matthew believes in supporting his community through volunteering and by serving as the Vice-Chair of the Emerging Leaders Board at the Community Foodbank of New Jersey, the states largest anti-hunger and anti-poverty organization.  He also serves as the Chair of the Planned Giving Committee.

Matthew recognizes the challenges investors face when planning their retirement, investment and estate strategies. He filters through the noise and opinions of the media to provide clients with responsible data for their client centric financial planning and investment strategies. Matthew is a proud Nittany Lion, graduating from Penn State University in 2009, with a BS in Finance.

Matthew lives in Millington with his wife, Alison, daughter Aubrey and dog Sansa. When he is not in the office, you can find him reading or recharging by spending time with family and friends and watching the Yankees and Penn State Football.