Matthew Crescenzo, AIF®
Matthew is a registered LPL Financial Advisor. Now going into his sixth year, Matthew's primary objective is to help individuals, business owners, professionals and executives feel confident about their financial future. Matthew helps his clients pursue and seek to maintain their long-term financial goals and objectives related to wealth accumulation, protection, and distribution by applying investment, retirement, and insurance strategies.
Matthew specializes in working with his corporate clients in both their qualified and non-qualified retirement plans. He has earned the AIF designation which represents a thorough knowledge of the fiduciary standard and its application by financial services firms through the implementation of “best practices” for investment policy and procedures.
In addition to retirement plan services, he assists his corporate clients with their group medical and insurance plans, creating independent plan designs to provide them with alternative ways to save money without reducing plan benefits. Matthew works with his individual clients in the following areas: fee based financial planning, investment management, insurance planning (life, disability and long term care), retirement income planning, estate planning and college planning.
Matthew holds the Series 7 with LPL Financial and the 66 registrations through Wealthcare Advisory Partners LLC and LPL Financial, as well as life, health and accident licenses. Matthew received a degree in Business Administration from the Fox School of Business at Temple University. While there he competed all four years and captained the Division I golf team. In his free time Matthew participates in prominent local, regional, and statewide amateur golf tournaments. He lives in Plymouth Meeting, Pennsylvania with his wife Kristen.