Anthony Matteo, CFP®
FINANCIAL ADVISOR
Anthony Matteo, CFP®, serves as a Financial Advisor with SageVest Wealth Management. He works closely with clients to understand their financial goals, gather relevant financial information, prepare planning projections, evaluate appropriate financial strategies, review tax considerations and align strategies with client investment portfolios. Anthony effectively communicates various financial and account updates, ensuring strategies are presented in clear terms to meet the client’s goals.
As a member of the Investment Committee, Anthony conducts research and participates in quarterly investment meetings. Anthony oversees investment management reporting efforts for SageVest clients.
Anthony joined SageVest Wealth Management post his graduation from Virginia Polytechnic Institute and State University where he earned a Bachelor of Science (BS) in Finance, with a concentration in financial planning. He received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.
Anthony is an active member of the Financial Planning Association (FPA). He is also affiliated with The National Association of Personal Financial Advisors (NAPFA).