Matthew Warntz CFP®

Matthew Warntz CFP®

Wealth Management Advisor

Matt, a CFP® Practitioner,  has worked in the financial services industry since 1999. Over the course of his career he has worked for The MONY Group, AXA Advisors, Nationwide Financial and PSECU Financial Services.

As a wealth consultant, Matt’s job is to help clients discover the great truths about their financial life that they need to know. Matt’s philosophy in financial planning is that every case is different – and fluid. This requires ongoing adjustment and face to face discussions. He feels he is at his best when in front of clients gaining a deeper understanding of their goals to better serve them.

Securities Licensed in Arizona, Arkansas, California, Colorado, Delaware, Washington D.C., Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington.

He is also licensed to sell insurance in Pennsylvania, Maryland and Florida.

Matt lives in York with his wife of 34 years. They recently became “empty nesters” and enjoy running marathons and competing in triathlons, having completed several Ironman endurance events. Matt also enjoys cooking.

He graduated from Kaplan University with a BS in Finance. Interestingly he is also a graduate of The Culinary Institute of America, having spent 10 years as a professional Chef in his “past life”.

Contact Matt today to schedule a no-cost consultation.