Matt Leahy is a Certified Financial Planner (CFP) who is passionate about helping individuals be responsible stewards of their wealth. His mission in the financial sector is rooted in the belief that everyone should have the opportunity to meet their financial goals, both now and into retirement.
Matt provides comprehensive financial advice encompassing investments, insurance, tax, and estate planning. As a CFP®, he has the knowledge and skills to deliver holistic financial solutions tailored to each client’s unique circumstances and objectives.
Boasting a rich background in finance, Matt holds a Bachelor’s degree in Finance with a focus on portfolio management. He is FINRA and state-licensed with Series 7 and 66 and also holds a state license in health insurance. Although inactive, he has experience with real estate licensing, further broadening his financial expertise. Matt earned his Certified Financial Planning designation from the CFP® board, solidifying his dedication to offering sound financial advice.
Before embarking on his journey as a financial advisor in 2015, Matt gained diverse work experiences that enriched his perspective and honed his customer service skills. These experiences range from delivering BBQ to a hospital at 15, working in Huntsville’s only ski/snowboarding shop, to assisting customers in making informed technology decisions at AT&T, Verizon, and BestBuy Mobile.
Matt enjoys spending quality time with his wife and their one-and-a-half-year-old daughter when he’s not advising clients. He is active with Tennis, Pickleball, Chess, and Snowboarding hobbies.
With over eight years in the business, Matt Leahy stands ready to guide you towards your financial future. Trust in his expertise and dedication to help you navigate the complex world of finance and make your goals a reality.
Get to Know Matt:
- Bucket List Vacation: Ski or Snowboard the Matterhorn from Switzerland into Italy.
- Words to Live By: “Do things that failures don’t like to do.”
- Happy place: Playing tennis
- Favorite Movie: Gladiator
