Matt Chancey, CFP® Information

Matthew M. Chancey is a CERTIFIED FINANCIAL PLANNER™ and an investment advisor representative. His practice is best described by 3 words: Independent, Holistic & Fiduciary. As a CFP® professional Matt has been trained intensively in the following areas: financial planning, insurance/risk management, investments, tax planning, retirement planning, and estate planning. The highly-regarded CFP® certification stands out not only for its difficulty of qualifying, but also in enforcing a strict code of professional ethics. As a Fiduciary Matt is held to a higher standard and must at all times act in the best interested of hist clients. Matt holds a B.S. in Legal Studies (’95) as well as a Certificate in Financial Planning from the University of Central Florida. He is a licensed Life and Health Insurance Agent with the State of Florida (License #P074694). In addition, he has earned the designation of Certified in Long-Term Care (CLTC) and National Social Security Advisor (NSSA) designation. Prior to entering the financial planning profession, Matt worked in the medical industry. Personal circumstances following the death of his father in 2004 changed his career path. After his father’s passing, he and his family were faced with serious financial obstacles as a result of his father not having a comprehensive estate plan in place. From then on, Matt’s passion in life has become helping other individuals and families avoid such common and costly mistakes. Matt has been featured on FOX, the Orlando Sentinel, and has been named a 5-star wealth manager for his exceptional service. Matt publishes a weekly financial column that can be found on his website www.MattChanceyCFP.com **** Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Chancey & Associates and RWA are not affiliated. Investing involves risk including the potential loss of principal.