Matthew Fitzgerald (CEPA, CFP®)

Matthew Fitzgerald focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Divorce Planning

Planning Specialties

Holistic Financial Planning

Tax Planning

Estate Planning

Investment/Retirement Income Planning

Trustee Services

Private Investments

Additional Information

Matthew Fitzgerald, CFP® is a financial advisor based in Sedona, Arizona, with a holistic approach to financial planning. Originally from Prescott, Arizona, Matthew is passionate about helping his clients improve their lives by making informed, objective decisions about their financial futures. He believes that understanding the deeper motivations behind his clients’ financial goals, beyond just the numbers, is key to making sound investment decisions. His philosophy emphasizes the balance of emotions, situations, and goals to navigate even the most challenging financial decisions.

In addition to his work as a financial advisor, Matthew is deeply rooted in his community and enjoys outdoor activities with his family. He values the natural beauty of Northern Arizona, often hiking, golfing, and traveling with his family to national parks. His love for the outdoors reflects his approach to life: exploring, growing, and seeking new experiences. Matthew’s passion for helping others extends beyond financial planning, drawing on skills he developed working in his father’s kitchen from a young age. His experience in customer service has honed his ability to anticipate client needs and deliver personalized, thoughtful service.

Matthew is also a devoted family man, married to his wife, Feliciana, and a father to two young children, Lianna and Jaime. His family-oriented lifestyle informs his work, as he helps clients plan for their future with the same dedication and care that he applies to his own family. With his personalized approach and commitment to his clients, Matthew strives to provide reassurance and clarity, ensuring they feel confident in their financial decisions.

NAPFA Start Date

May 02, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1785 W State Route 89A, Suite 2F Sedona, AZ 86336 Phone: (928) 254-4000