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Matthew Filik RFC, CFP®

Matthew Filik RFC, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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 PLANNERTM (CFP) and Registered Financial Consultant (RFC) designations after completing strenuous course work and passing several exams. Matthew believes in supporting his community through volunteering and by serving on the board for the NJ Council for Economic Education as well as on the Emerging Leaders Board at the Community Foodbank of New Jersey, the states largest anti-hunger and anti-poverty organization.

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, dog Sansa and soon to be daughter. When he is not in the office, you can often find him reading or recharging by spending time with family and friends and following his favorite sports teams.