Matthew B. Beck, MBA, AIF®, CRPS®
Partner / Financial Advisor
Matt is a seasoned financial professional, having been involved with professional investing since 1989, and a registered Financial Advisor since 2003. Matt specializes in working with institutional clients, business owners, families and retirees as their financial planner, investment manager, and wealth building coach. Matt earned his Bachelor’s Degree in Business Administration from Miami University, followed by a Master’s Degree in Business Administration from the University of Indianapolis.
His professional registrations include Series 6, 7, 63, and 65. He has been designated an Accredited Investment Fiduciary™, and attended the Canon Financial Institute for in depth training on Trusts and Estates. He is licensed for Life, Health and Disability Insurance, and has earned his Chartered Retirement Plan Specialist designation.
Matt has served on many boards and committees over the years, including the St Paul’s Episcopal Church Vestry, St. Paul’s Finance Committee, Oakwood Boosters, and the Rotary Club of Boca Raton.