Matthew Berry Email & Phone Number
Senior Financial Planner @ Formative
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Matthew Berry Location
- Lancaster, PA, US
Matthew Berry Work
- Senior Financial Planner @ (August 2026 - Present)
- Consultant @ Self-employed (January 2026 - August 2026)
- CERTIFIED FINANCIAL PLANNER™ @ (April 2019 - December 2025)
- Partner @ (November 2017 - December 2025)
- Investment Adviser Representative @ (May 2015 - December 2025)
- Managing General Partner @ New Heritage Insurance, LLC (April 2019 - March 2022)
- Partner @ New Heritage Insurance, LLC (August 2014 - April 2019)
- Educational Coordinator @ BNI Lancaster 2 (April 2015 - April 2018)
- Director of Discipleship and Contemporary Worship Music @ Lampeter Church of the Brethren (August 2011 - December 2017)
- Financial Representative @ (March 2013 - August 2014)
- Teacher @ Lancaster County Christian School (August 2010 - August 2011)
- Founder, Owner, Coach @ West Valley CrossFit (now CrossFit Tracy) (January 2009 - January 2010)
- Lead Pastor @ New Life Christian Church (January 2006 - December 2009)
Matthew Berry Education
- Antiochian House of Studies
St. Stephen's Certificate in Applied Orthodox Theology (Theology/Theological Studies)
2022-2025 - New York University
Certificate (Financial Planning)
2018-2018 - Golden Gate Baptist Theological Seminary
Master of Divinity (M.Div.)
1999-2003 - Hope International University
Bachelor of Arts - BA (Church Ministry)
1995-1998
Matthew Berry Skills
- 401k
- 401k Rollovers
- Auto Insurance
- Business Insurance
- Certified Financial Planner
- Coaching
- Debt Management
- Disability Insurance
- Discipleship
- Entrepreneurship
- Financial Advisory
- Financial Planning
- Health Insurance
- Holistic Financial Planning
- Homeowners Insurance
- IRAs
- Investments
- Long Term Care Insurance
- Medicare Supplements
- Music
- Mutual Funds
- Paraplanning
- Property & Casualty Insurance
- Public Speaking
- Retirement Planning
- Variable Annuities
- Variable Life
Matthew Berry Summary
- Matthew Berry, based in Lancaster, PA, US, is currently a Senior Financial Planner at Formative. Matthew Berry brings experience from previous roles at Self-employed and Hershey Financial Advisers, LLC. Matthew Berry holds a 2022 - 2025 St. Stephen's Certificate in Applied Orthodox Theology in Theology/Theological Studies @ Antiochian House of Studies. With a robust skill set that includes 401k, 401k Rollovers, Auto Insurance, Business Insurance, Certified Financial Planner and more. Matthew Berry has 1 emails and 1 mobile phone numbers on RocketReach.
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