Broker Check
Matthew A. Funk, CFP®

Matthew A. Funk, CFP®

Senior Partner

Matthew has been in practice for over 15 years. As a CFP® professional, he has had extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

Matt is a graduate of Bloomsburg University where he earned two bachelor degrees, one in Finance and another in Business Management. He and his wife Jackie and their sons Levi and Aaron live in New Tripoli, PA. Matt is a guitarist, and loves camping, fishing and heading to the beach.