Matt Murphy, CFP®, AIF®

Matt is a CERTIFIED FINANCIAL PLANNER™ professional with nearly 22 years of experience providing investment, insurance, estate, and financial planning services to clients. He believes that the best relationships are founded upon candor and transparency. Matt started his career educating new retirement plan participants about their 401(k) plans, including tax benefits and investment options. This experience taught him to explain complex financial topics in a simple and easy to understand manner.

Matt graduated from North Carolina State University with a Bachelor of Science in Management, concentration in Finance, and a minor in Spanish. Matt is an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor. His other professional licenses and registrations include Life and Health Insurance and Variable Annuities license with the State of Florida. Prior to joining CFG, Matt spent just under 12 years as Vice President, Financial Consultant with Fidelity Investments in Central Florida. He made the decision to join CFG in order to build deep client relationships.

Matt and his family have lived in Central Florida since 2003, currently residing with his wife and two daughters in Longwood. Outside of work, Matt’s passion is traveling with and caddying for his two daughters who are both competitive golfers. The family most enjoys the annual trip to Pinehurst, NC, the American “home of golf," where both his daughters compete each year in the World Championships. Matt also enjoys cooking, reading, and following a consistent exercise routine.

Translate »

See Why Our Clients Chose CFG