Broker Check
Matt Berti, CFP®, CPWA®

Matt Berti, CFP®, CPWA®

Associate Wealth Advisor

As an Associate Wealth Advisor, I am deeply committed to serving families in the Gulf Coast area by assisting them with complex financial decisions, simplifying their lives, and making a meaningful impact every day.

What I enjoy most about working at RHP is the team's shared passion for service and dedication to our clients' best interests. It's a thrill to be part of a team that shares my values and has deep ties to the community I grew up in.

I earned my Bachelor of Science in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. Additionally, I earned the Certified Private Wealth Advisor® certification by studying through the Yale School of Management.