CoverProfile

Matthew Saneholtz

President and CERTIFIED FINANCIAL PLANNER™ Professional

Tobias Financial Advisors

United States, Florida, Fort Lauderdale

About Me

I put extensive knowledge of the investment industry to work, empowering business owners, professionals, retirees, and multiple generations of families to achieve their financial goals. My fascination with wealth management began at a young age as I sat with my father watching the stock ticker scroll across the bottom of the television. I went on to shadow a local financial advisor where I built an understanding of the stock market, which spurred me to go on to earn a degree in finance and economics from Carnegie Mellon University. Soon after, I became an equity trader and learned the markets firsthand before joining a fee-only financial planning firm. Fast forward roughly 15 years, and I

View more

Profile Information

President and CERTIFIED FINANCIAL PLANNER™ Professional

Tobias Financial Advisors

Investment Team

Investor

Consultant

Fort Lauderdale

Florida

United States

Mar 6, 2025

More profiles to browse

Profile Photo
Marianela Collado
CEO, Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™
Profile Photo
Edgar Collado
Chief Compliance Officer, CFO and COO

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC