CoverProfile

Matt Daley

Partner & Senior Financial Planner

DecisionPoint Financial LLC

United States, Washington, Gig Harbor

About Me

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

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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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