Matt Blunt, CFP®, is a Paraplanner in the Financial Planning Department and joined the firm in May 2018. He works closely with the firm Partners, developing high-level analyses in the areas of retirement, estate, investment, insurance, and tax planning.
Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®)* and has successfully completed Northwestern University’s Executive Certificate in Financial Planning program. Matt also holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance Licenses in Virginia.
After graduating from Radford University, he spent four years serving with the Arlington County Fire Department as a Firefighter/Paramedic. In his spare time, Matt enjoys spending time with family, reading all things personal finance, and rarely misses a good outdoor concert. He currently lives in Arlington, Virginia with his wife, Nicole.
Matt is a Registered Admin with Royal Alliance, he is not an acting sales representative. Matt holds a Series 7 license and is not registered with Cassaday & Company, Inc.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.