Matt Quattlebaum is dedicated to helping his clients plan for all of their financial goals. He values the confidence his clients have placed in him by selecting him as their trusted advisor. Matt is grateful for the sincere and long-lasting relationships this profession has afforded him and helping his clients plan for their financial goals is truly rewarding.
Matt graduated from the University of Virginia in 2002 with a degree in Economics and minor in Spanish. He started in the financial planning industry in 2004.
Matt is a fiduciary to all of his advisory clients. He is also a CFP® professional and as such, has pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when taking care of clients. He earned the CERTIFIED FINANCIAL PLANNER™ certification after a rigorous two day exam covering the financial planning process, tax planning, employee benefits, retirement planning, insurance, estate planning and wealth management.
With broad experience and understanding across many financial planning areas (investments, taxation, estate planning, risk management, business succession, retirement plan structures and more) Matt can help his clients create and implement a comprehensive financial plan that coordinates many goals into one cohesive plan. He has specialized experience in retirement planning and helps his clients to understand what they want and need in retirement while making sure their resources can address these goals. Through proprietary retirement distribution planning software called Lifetime Income Model™, Matt helps his clients visualize what assets will provide their needed income throughout their retirement.
By working with your own tax and legal advisors, as well as his talented team, Matt can design and implement a personalized plan of action for you.
Matt is a lifelong resident of Arlington, VA where he lives with his wife, Mary, three sons (Kyle, Luke and Clark) and two rescue dogs (Maple and Pumpkin). He is an avid UVA and Washington sports fan supporting all of his local teams, but especially the Commanders. Matt loves to travel, play golf, basketball and tennis, and enjoy great food.
Matt Quattlebaum CA Insurance #4203254