Matt Perrelli
Matt Perrelli, CFP®, AAMS® Senior Financial Planning Consultant

It’s vitally important that your financial plan and investments align with your life goals, and I will work with you as those objectives change through each stage of your life.

Matt Perrelli

Originally from Oklahoma City, South Florida has been Matt’s home for the majority of his life. Growing up in Jupiter, he fell in love with the surroundings and beauty of this part of the country. That love subsequently is what attracted Matt to Miami and attending the University of Miami on a academic scholarship to the School of Business. While there, he pursued his dream of playing college football and was a member of the Hurricanes football team while completing both his undergraduate as well as Master’s Degrees. During his tenure with the Hurricanes, Matt learned and incorporated the vital elements of achieving any personal or professional pursuit: dedication, commitment, a strong work ethic, and a high degree of character and integrity.

While sports continue to be one of Matt's great passions in life, he now directs his time and energy off the field by helping clients develop a comprehensive financial strategy to help achieve their life goals. Like a good and solid team member, Matt takes a collaborative approach when designing and implementing financial solutions for clients and their families. He specializes in investment construction and management, insurance planning, developing tax efficient income strategies and creating and analyzing comprehensive retirement plans for clients. Matt has been a very highly skilled and valued member of Steckler Wealth Management Group since 2011 and he goes above and beyond on a daily basis. He cares deeply about our clients and his primary goal always centers on providing a high level of service and experience to help them achieve their short, medium and long term financial goals.

Additionally, Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP® Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous certification process that includes highly demanding education, examination, experience, and ethical requirements.

Matt now resides in Hollywood with his wife Sophia, son Luke, twin daughters Lily and Mia and the family dog Coco. In his free time, Matt enjoys attending his favorite teams’ games, golfing, boating, cooking, and spending time with his family and close friends.

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

Raymond James does not provide tax or accounting services.