Matthew Holibaugh is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Capital Financial Strategies. Matthew’s primary goal is to become your most trusted, lifelong Financial Advisor. He has over 12 years experience with wealth and asset management. Prior to joining Capital Financial Strategies, he advised clients in portfolio management at Fidelity Investments.
Matthew can assist with wealth management, protection strategies, investment strategies, retirement solutions and tax-minimizing strategies. He has the skills, knowledge and expertise required to help meet his client’s personal goals. In addition to these services, Matthew can also help clients prepare through all stages of life via comprehensive financial planning.
In addition to holding his CFP®, Matthew holds his Series 7 (General Securities), 63 (Securities State Law), 66 (Investment Advisor) registrations and his State of Florida 2-15 (Life Health and Variable Annuity) licenses. Matthew received his degree Bachelor of Business Administration from the University of North Florida with a major in Business Management.
Matthew grew up in New Jersey but has lived in the Jacksonville area for 20 years. Matthew and his amazing wife, Melanie currently live in the World Golf Village area of Saint Augustine with their two sons Christian and Austin.
Ready to learn more about how Matthew can help you as a Financial Advisor? Contact him today at 904-718-4594 or fill out our contact form.