Anthony Matteo, CFP®
Anthony serves as a Financial Advisor with SageVest Wealth Management, helping with a variety of planning, investment and account servicing functions. He also works closely with clients to understand their financial goals, gather appropriate financial information, communicate various financial and account updates, and ensure strategies are presented to meet the client’s goals. As a member of the investment committee he conducts ongoing research on investments and helps facilitate quarterly investment meetings. Anthony spearheads the company’s quarterly reporting as well as maintains the internal reporting system.
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).