Matthew Saneholtz (CFA, CFP®, EA)

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

Tax Planning

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 D. Saneholtz, CFA, CFP®, EA serves as a Senior Wealth Advisor and co-owner of the firm.? During his almost two decades at Tobias Financial Advisors, Matthew has tackled a wide range of duties. Among his many responsibilities at the firm, Matthew provides financial planning and investment advisory services to our broad client base.

While employed with Tobias Financial Advisors, Matthew has pursued and secured several prestigious designations.? These credentials allow him to uniquely service our clients’ financial needs.? In 2008, Matthew earned the certification of CFP® Professional. In 2011, Matthew achieved the right to use the Chartered Financial Analyst designation. This designation is widely regarded in the global financial market for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. With less than 200,000 CFA charterholders worldwide, this is truly a mark of distinction. Since earning this designation, Matthew has been a member of the CFA Institute and the CFA Society of South Florida. In 2012, Matthew attained Enrolled Agent status, which allows him the privilege to practice before the Internal Revenue Service.

Along with his involvement in the CFA groups, Matthew is a current member of The National Association of Personal Financial Advisors and The Financial Planning Association. Matthew is also active in The Rotary Club of Weston where he continues to chair their annual Get Fit Challenge, spreading a message of health and wellness across his community. Additionally, Matthew is active in spreading allergy awareness and in 2018 was the co-chair for the Food Allergy Research and Education’s (FARE) Southeast Florida Food Allergy Heroes Walk. Previously, Matthew served as president (2012) of The Financial Planning Association of Greater Fort Lauderdale.