“Matt sends a timely educational message that is heartfelt, poignant, holistic and inspiring.”
Paul Michael Viollis Sr., Ph.D. Chief Executive Officer Risk Control Strategies, Inc.
Matthew T. Shafer (Matt) is a graduate of American University, in Washington DC, where he obtained a BA in Economics and an MA in Economics, with a concentration in International Financial Markets. Matt holds the Certified Investment Management Analyst ® (CIMA®) certification, administered by the Investment Management Consultants Association® and taught in conjunction with The Haas School of Business at the University of California, Berkley.
Matt represents the third generation of his family to provide wealth management advice to successful professionals, business owners and investors. He began his Wealth Management career in 1997 and currently leads a team of Financial Advisers based in South Florida, New England and Michigan. Matt has been named one of the top 1,000 Financial Advisors in the U.S. by Barron’s Magazine (2009) and has received several national recognitions, including “Premier Advisor” by the National Association of Board Certified Advisory Practices (2012). He also writes a wealth management column for Worth Magazine.
Matt’s experience as an economist and wealth management expert, and having to navigate the new regulations and challenges presented in the last several years, has led him to become a leader, and sought after speaker in the topic of protecting and growing wealth and assets. With a hostile environment against investors and entrepreneurs growing fiercely in America and abroad, it’s becoming a complex ordeal to manage risk from taxation, regulation and a temperamental market.
This has led Matt to author his new book, The Future of Your Wealth. He outlines in his new book, how new investment strategies, based on cutting-edge analytics and behavioral finance, can help you navigate today’s uncertain economic terrain and harness the mass psychology that drives market trends. Armed with a resilient outlook and an economist’s insight into the future, Shafer argues that the road ahead is not all doom and gloom; in fact, there are good reasons to be very optimistic about the future of your wealth.
Matt lives in Boca Raton, Florida with his wife and two children.
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