A lifelong resident of West Michigan, Matt Wolff has been providing comprehensive financial planning specializing in retirement, investment, tax, and estate planning for individuals and businesses since 1986. His previous experience includes positions as a Tax Consultant with the accounting firm of Price Waterhouse Coopers and as a Trust and Investment Officer with First of America Bank (now known as PNC Bank). Matt is also a former Adjunct Faculty Professor for Western Michigan University’s Haworth College of Business where he taught Personal Financial Planning Courses.
Matt holds the highest credentials in the financial planning profession:
- Certified Financial Planner®
- Certified Public Accountant / Personal Financial Specialist (CPA/PFS)
- Master of Business Administration (MBA)
- Series 7 General Securities Registration