Matt Daley is a Partner & Senior Financial Planner at DecisionPoint Financial. Matt lives in Gig Harbor, Washington where he services wealth management and institutional clients. His primary responsibilities include financial analysis, portfolio management, trading and research. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients. Matt began his career in financial services at a private wealth management firm in 2015. He earned his Bachelor's in Personal Financial Planning from Utah Valley University, one of the top CFP Board-Registered Programs in the country, graduating Magna Cum Laude. Matt is FINRA Series 65 licensed, a Certifie


Matt Daley
Partner & Senior Financial Planner
DecisionPoint Financial LLC
United States, Washington, Gig Harbor
About Me
Profile Information
Partner & Senior Financial Planner
DecisionPoint Financial LLC
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Gig Harbor
Washington
United States
Feb 18, 2025
Work Experience
DecisionPoint Financial LLC
Partner & Senior Financial Planner Jan 2023 - Present
Email: matt@dpplanners.com
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