Matt Arnold, CFA

Matt serves as a Partner and Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Matt has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a senior analyst and portfolio manager.

Matt earned a Bachelor of Arts degree in history and finance from Gettysburg College, where he graduated with honors. He is also a Chartered Financial Analyst®, as designated by the CFA Institute, and a member of CFA Society Philadelphia.

Matt lives in Philadelphia with his wife, Martina. They enjoy spending their time walking the city, watching the Phillies, and visiting family in New York, in Rhode Island and abroad. Matt also serves as the treasurer of KTA Funding Hope, a charitable foundation in the Philadelphia area benefitting individuals who are disadvantaged through no fault of their own.