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
Matthew Saneholtz
President and CERTIFIED FINANCIAL PLANNER™ Professional
Tobias Financial Advisors
United States, Florida, Fort Lauderdale
About Me
Profile Information
President and CERTIFIED FINANCIAL PLANNER™ Professional
Tobias Financial Advisors
Investment Team
Investor
Consultant
Fort Lauderdale
Florida
United States
Mar 6, 2025
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