Francis Manella, CFP®, CKA, CSRIC, AEP
Certified Financial Planner
Matt has over 20 years of experience focusing on creating and delivering financial planning collaboratively with hundreds of advisors affiliated with various firms encompassing the Financial Services industry. In his career as a CERTIFIED FINANCIAL PLANNERTM (CFP®) he has delivered hundreds of detailed financial plans, each tailored to achieve a client’s goals efficiently and prudently.
Matt is FINRA Series 7, 66, 9 and 10 securities licensed, and life, health, and variable insurance licensed. He holds to the Certified Kingdom Advisor (CKA) designation to serve faith-based planning, Chartered SRI Counselor (CSRIC) designation to serve values-based investment clients, and the Accredited Estate Planner (AEP) designation working collaboratively the advisor community (advisors, attorney, and accountant) and currently serves as the past president of the Estate and Financial Planning Council of Southern New Jersey.
Matt is a Gordon College graduate with a degree in Theology and a minor Biology, where international studies took him abroad to Southeast Asia, China, the Middle East, and the Caribbean. He and his wife are proud parents of their adventurous and trailblazing son and his triplet siblings. When not financial planning, you will find Matt at a youth soccer sideline, at the Jersey shore, or generally enjoying the outdoors.