Matt Chiappetta, CPA

As a former auditor for a Top 13 Public Accounting Firm and former CFO of a manufacturing company, Matt has never met a spreadsheet he didn’t like. This is a great trait for someone who spends his time doing account analysis and portfolio management; but Matt also has the ability to help our clients really envision what the results of the big picture could be.

As CFO, Matt rocks our world managing the daily finances and forecasting for the company. He provides us with relevant and reliable information to help our company continue to be awesome.

As a Strategist, Matt helps numbers come alive for clients. Collaborating with the wealth coach and concierge, he helps clients own their numbers in a way that makes achieving their goals a real possibility. When strategizing, Matt somehow manages to put heart into numbers, making them even more meaningful for our clients.  

Always an adventurer, Matt loves to be immersed in culture, no matter if he’s traveling Europe or having a meal at a local diner. Matt lives life big and without a script and his enthusiasm is positively contagious.