Matthew J. Reynolds, CPA, CFP
Co-Managing Partner
Director of Financial Planning

Matt started his career as an auditor with Arthur Andersen & Co., where he concentrated on the financial services industry, focusing on banking and mutual funds. Matt joined the Firm in 1995 as a senior manager in audit practice.

In 2000, Matt co-founded a related company, CRA Financial, L.L.C., a SEC Registered Investment Advisor, with fellow principal, Thomas Reynolds.  CRA Financial LLC currently manages in excess of $650,000,000 on the independent investment advisory platforms of Schwab Advisor Services and Fidelity Institutional Wealth Services.

Services

  • Financial planning
  • Wealth management

Matt currently administers the Firm’s general operations and strategic planning initiatives.

Education

BS Accounting, Lehigh University

Certified Public Accountant (CPA)

Certified Financial Planner (CFP)

Multiple investment & insurance licenses including:

  • FINRA Series 66
  • Life & Health

Contact Us

332 Tilton Road
Northfield, NJ 08225
phone: (609)641-4000
email: info@capaldireynolds.com

 
© 2015 Capaldi Reynolds & Pelosi - All Rights Reserved