From Matthew Hall, CFP
Matt seeks to provide his clients with clarity and guidance on their path to financial independence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he approaches client concerns and priorities from a holistic perspective. By focusing on the “big picture” and his clients’ long-term goals, he is able to provide solutions that align with his client’s values and work to achieve their goals. Matt holds a bachelor’s degree from East Carolina University, a Masters Degree in Trust & Wealth Management from Campbell University and is also an Eagle Scout. When Matt is not working diligently to provide value to his clients' lives', he enjoys exploring the great outdoors and volunteering for the Raleigh Chapter of Ducks Unlimited.
Matthew Hall, CFP, is a CERTIFIED FINANCIAL PLANNER™ Practitioner dedicated to guiding clients towards financial independence. With a holistic approach, he focuses on clients' long-term goals and values to provide personalized solutions. Holding degrees from East Carolina University and Campbell University, Matthew brings expertise and a passion for his work. Clients appreciate his knowledge, non-pressuring demeanor, and willingness to go above and beyond. He is personable, understanding, and helps clients achieve their financial goals, including debt management and securing their future. With his guidance, clients feel empowered to make informed decisions and enjoy a balanced approach to their finances.