Matthew Crescenzo, AIF®, CPFA®
Managing Partner & Financial Advisor
MATTHEW CRESCENZO is a financial advisor helping individuals, business owners, and executives feel confident about their financial future. Matt supports clients in pursuing long-term goals related to wealth accumulation, risk management, and retirement through thoughtful planning, investment, and insurance strategies.
Matt specializes in qualified and non-qualified corporate retirement plans and supports corporate clients with group medical and insurance plans, identifying design features that can enhance benefits and reduce costs. Matt also works with individual clients on financial planning, investment management, insurance, and more. Matt holds the AIF® and CPFA® designations, reflecting his knowledge of fiduciary standards and best practices in retirement plans. He maintains the Series 7 registration with LPL Financial and the Series 66 registration with Wealthcare Advisory Partners LLC, along
with life, health, and accident insurance licenses.
A graduate of Temple University’s Fox School of Business, Matt competed for and captained the school’s Division I golf team. He still plays in local and regional amateur events. He lives in Plymouth Meeting with his wife, Kristen, and their daughter, Emmy.