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

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors