Matthew Saneholtz (CFA®, CFP®)

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

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Tobias Financial Advisors provides comprehensive personalized financial planning, investment advisory, and tax services as well as ongoing portfolio management. Our services include retirement planning, college planning, income tax planning, as well as insurance and estate planning. We work with individuals, couples, families, and businesses. 

Additional Information

Matthew Saneholtz offers the firm's diverse client base incisive and personalized financial planning and investment advisory services. Since joining the TFA team in 2005, he's worked on all areas of wealth management and has earned the Chartered Financial Analyst (CFA) designation, a professional mark of high distinction.

A respected investment and financial planning expert, Matthew has been quoted in The SunSentinel, The Miami Herald, and on CNBC.com. Additionally, he has appeared on a CBS4 (WFOR-TV) news report, South Florida's local CBS affiliate, participated in CBS4 Neighbors for Neighbors Financial Advising Phone Banks, and was featured on an episode of “Joy in Our Town” produced by TBN (WHFT-45) Miami.

Matthew received his Bachelor of Science in Business Administration from Carnegie Mellon University with a double major in finance and economics. He played four years of varsity football for the Division III Tartans and was a team captain his senior year. He serves as a board member of the Carnegie Mellon South Florida alumni chapter.

When not helping clients master their financial lives, Matthew enjoys spending time with his wife and daughters, traveling, and enjoying a wide variety of sports and recreational activities.

NAPFA Start Date

November 21, 2014

This Office

1000 S Pine Island Rd Ste 250 Plantation, FL 33324-3910 Phone: (954) 424-1660 Fax: (954) 424-9545