Wealth Advisor
Matt Leahy is a Certified Financial Planner™ professional and fiduciary dedicated to helping individuals become responsible stewards of their wealth. He believes everyone deserves the opportunity to pursue their financial goals, both today and throughout retirement.
With over a decade of experience, Matt provides comprehensive financial guidance across investments, insurance, tax, and estate planning. His approach is holistic and deeply personalized, designed to align each client’s unique circumstances with their long-term objectives.
Matt holds a bachelor’s degree in finance with a concentration in portfolio management and maintains FINRA Series 7 and 66 licenses, as well as a state health insurance license. He also holds prior experience in real estate, giving him a well-rounded perspective on the many facets of personal wealth. Earning his CFP® certification from the CFP Board underscores his commitment to fiduciary excellence and trusted advice.
Outside the office, Matt enjoys spending quality time with his wife and two young daughters. He’s active in tennis, pickleball, and chess, and always up for a good challenge both on and off the court.
Get to Know Matt:
• Bucket-List Vacation: Snowboard the Matterhorn from Switzerland into Italy
• Words to Live By: “Do things that failures don’t like to do.”
• Happy Place: On the tennis court
• Favorite Movie: Gladiator