Matthew Hodges (CFA, CFP®)
Matthew Hodges focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Additional Information
I began my career in the financial services industry nearly ten years ago. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder, and also hold the Retirement Income Certified Professional and Wealth Management Certified Professional designations from the American College of Financial Services. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dogs, Pedey and Louie.NAPFA Start Date
February 11, 2022
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