Matthew joined Gianola Financial Planning, LLC in September 2020 as an Associate Financial Planner. Prior to this, he worked as a Financial Professional at Equitable Advisors and as a Registered Service Assistant at Cardinal Financial Advisers, LLC. He is so excited to work for a fee-only firm that provides comprehensive financial planning to all of their clients.
Matthew obtained his Bachelor’s degree in Applied Mathematics from Otterbein University. He passed his CFP® Board Exam in September 2020 and is a CERTIFIED FINANCIAL PLANNER™ Professional. He also earned the Accredited Portfolio Management AdvisorSM designation from the College for Financial Planning. Matthew is currently working towards his Master's of Science in Personal Financial Planning. In addition to starting a new job and passing his CFP® Board Exam, Matthew and Ashley were married in September 2020! Outside of work, Matthew enjoys spending time outside, biking, jogging, and traveling. Matthew also volunteers as a baseball coach at his high school alma mater.
Staff photos on website courtesy of Simon Yao Studio
We look forward to working with clients of all ages and situations.
Gianola Financial Planning, LLC is registered with the state of Ohio. The firm may serve clients in Ohio and in those states in which it is exempted from registration. Gianola Financial Planning, LLC provides fee-only personal financial planning to middle-income individuals and families. The information in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. Gianola Financial Planning, LLC does not render or offer to render personalized investment advice or financial planning advice through the website. The authors, publisher and host are not providing legal, accounting or other advice specific to your situation.