About Matthew J DeCapite
With over 20 years of experience as a Financial Advisor, Matt has dedicated his professional life to serving his clients. As a Certified Financial Planning Professional, he carefully considers all aspects of your life to provide tailored recommendations and to help create a detailed financial plan. Matt personalizes his services by monitoring your portfolio, recommending adjustments when and if necessary, routinely informing you of progress through conversations, emails, and portfolio reviews, and helping you navigate through all life stages.
Matt graduated from James Madison University and now resides in Towson, MD with his wife, four children and dog. Matt enjoys trail running, pickleball and traveling with his family.
Securities Agent: TX, DC, NJ, ID, WA, VA, PA, NH, FL, CT, MD, DE, WI, MA, NY, CO, KY, GA, MT, IN, CA, SC, NC, MI, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1407247
CA Insurance License #: 0I83869