Matt Perrelli, CFP®, AAMS®

Certified Financial Planner
Accredited Asset Management Specialist
Financial Advisor

As a client, you can rely on Matt to serve you with the same discipline and commitment he showed on the field as quarterback and three-year letterman for the University of Miami Hurricanes. This dedication is no more evident than by his certification as a Certified Financial Planner™ professional.

As a Certified Financial Planner™ professional, Matt has completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements. The achievement of this accreditation is only one of many ways Matt has demonstrated his unrelenting commitment to providing clients with the utmost in professional care and guidance throughout his career as a financial advisor.

As one of the backbones of the planning team, Matt enjoys working collaboratively, providing clients with a high level of service and support. He also enjoys the technical aspects of his role and using his expertise to assist clients with their investment, insurance and overall retirement planning needs.

A graduate of the University of Miami, in Coral Gables, Florida, Matt earned two bachelor’s degrees in management and marketing, and a master’s degree in education.

In his free time, Matt enjoys playing golf, traveling, boating, fishing and spending time with friends and family. He is very active in the community and volunteers at charitable organizations. He is also a member of the University of Miami Alumni Association.

Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.