Matthew J. Saul, CFP®, CPWA®, CLU®, ChFC®, CEPA®
Founder | CERTIFIED FINANCIAL PLANNER® | Certified Private Wealth Advisor®
Matthew Saul brings over 15 years of expertise and a commitment to redefining financial advisory services for entrepreneurial families. As the founder of a practice dedicated to serving clients with high-net-worth financial needs, Matt delivers bespoke “Personal CFO” services that simplify wealth management and enhance decision-making.
Matt holds advanced designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor® (CEPA®), showcasing his expertise in holistic financial planning, wealth transfer strategies, and business exit solutions. His CPWA® credential places him among a select group of professionals specializing in advanced strategies for entrepreneurial families.
Matt is a proud member of the prestigious Family Office Exchange (FOX), a global network of elite advisors and multigenerational families. He was honored to be invited to join FOX’s integrated wealth advisory council, an exclusive group of 20 thought leaders from top advisory firms, law practices, accounting firms, and multi-family offices, collaborating to shape best practices for serving ultra high-net-worth family needs.
Known for his compassion, intellectual depth, and personalized approach, Matt builds enduring relationships with his clients, empowering them to help protect and grow their wealth while achieving their long-term goals. Beyond his professional life, Matt spends his summers golfing on the North Fork and as an avid boater loves being on the water. He is also an active member of the New York Athletic Club (NYAC), where he plays ice hockey. Now living in Miami, FL, Matt enjoys life by the beach and spends his free time on the water, golfing, or playing tennis—when he’s not braving the cold to cheer on the New York Rangers. He holds a bachelor’s degree with honors from Pace University’s Lubin School of Business and regularly shares his insights as a guest speaker on financial topics to students.
Matt holds his Series 6, 7, and 63 Securities Licenses.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in FL
CA Insurance License # 0G83263