Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Matthew, CFP®!
Matthew is a Certified Financial Planner™, Founding Partner, and Independent Financial Advisor at Infinite Investment Strategies. With over 17 years of expertise in wealth and asset management, Matthew provides a wide array of services, including wealth management, income strategies, protection strategies, investment planning, retirement solutions, and tax-minimization strategies. His comprehensive approach to investment management and financial planning ensures that clients receive personalized advice designed to optimize their financial health throughout all stages of life.
Beyond his professional expertise, Matthew has been a valued member of the Saint Augustine community for the past 20 years. Originally from New Jersey, he and his wife, Melanie, have made their home in Saint Augustine, where they enjoy family life with their two sons, Christian and Austin.
“You’re not just a number at Vanderbilt. They offer all the benefits of a larger firm without the obstacles that typically follow.” – Matthew
“Matthew’s experience in a multitude of areas of the finance industry makes him well-equipped to handle any client’s needs. We are excited to have him as part of the Vanderbilt family” – Heidi Distante, CEO
