Matt Berti, CFP®, CPWA®

Matt is responsible for providing holistic financial guidance to our clients, helping them navigate complex financial issues armed with the data and support they need to make decisions that best support their personal and financial goals.

A native of the Clear Lake area, Matt began working in the wealth management profession in 2016 after graduating with a Bachelor of Science in Personal Financial Planning from Texas Tech University. He is a CERTIFIED FINANCIAL PLANNER® practitioner and earned his Certified Private Wealth Advisor® certification studying through the Yale School of Management.

Matt spends his free time with his wife, Jennifer, and his family. He enjoys traveling, cooking and boating.