As President of Eastern Planning, Inc., Matt focuses on portfolio management and IRA distribution planning, using diligent research and a deep knowledge to develop customized portfolios for each client. While offering careful investment, IRA distribution, retirement, and tax planning advice, Matt counsels clients to manage their behavior effectively in order to reap the benefits of investing in a diversified, long-term oriented portfolio.

Matt’s highest professional priority is educational excellence. We believe his clients benefit from his CFA charter, CFP designation, and most recently, his MBA from Columbia University Business School, which is renowned for its Value Investing expertise. Notable Columbia Business School graduates include Warren Buffett and Mario Gabelli.

In addition to his CFA charter, CFP designation, and MBA, Matt has attained his Series 7, 66, and 24 registrations. He is also a registered life, accident, and health insurance agent. He received a BS in Insurance from Pennsylvania State University. In 2009, Matt was named as one of Rockland County’s 40 Under 40 -- an award designed to recognize the leaders of today and tomorrow -- by the Rockland Economic Development.

Matt’s generous contributions and volunteering have helped Meals On Wheels Association of America, the USO, the Kennedy Funding Invitational to raise money for breast cancer centers and research, and People To People.