Matt Harring, CFP®
A member of the Harring Planning Group, Matt is responsible for financial planning and strategies development. As a new client, you'll work with Matt extensively, as his team creates a customized financial plan focused on helping you meet your lifetime goals and objectives. In the years that follow, you'll work with Matt to assess your progress towards these goals, as well as to address new challenges and goals as they arise.
Matt is widely recognized for his extensive financial planning expertise and technical proficiency. Matt is an adjunct instructor for the Advisory Mastery Program of Raymond James. He teaches a financial planning technique he pioneered aptly named, the Life Planning Dashboard.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional. He is also Series 7, 66, and insurance licensed and holds the designation of Accredited Asset Management Specialist. Matt is a member of the Financial Planning Association and serves on the board of multiple nonprofits, including the American Cancer Society and Ronald McDonald House Charities Red Shoe Council. In his free time, Matt enjoys tennis and spending time with his wife, Taylor and son, Grayson.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.