Matthew J. Reynolds, CPA, CFP
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.
- Financial planning
- Wealth management
Matt currently administers the Firm’s general operations and strategic planning initiatives.
BS Accounting, Lehigh University
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Multiple investment & insurance licenses including:
- FINRA Series 66
- Life & Health