Matthew Fitzgerald (CEPA, CFP®)

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.