Matthew Serrano
Financial Advisor, CFP®
Modern planning for multi-generational families
Years in the industry: 11
Years with CMA: 1
Licenses and Education: BA in Corporate Finance from Queens College. Certificate in Financial Planning from New York University School for Professional Studies. CFP®, Series 7 & 66
Matt helps individuals, families, and business owners bring structure, clarity, and confidence to complex financial decisions. He believes the best planning is thoughtful, disciplined, and collaborative - balancing long-term strategy with the realities of clients’ evolving lives.
Matt values long-term relationships built on trust, transparency, and practical advice, and works closely with clients and their broader advisory teams to ensure financial decisions remain aligned with changing goals and priorities.
Matt has a particular focus on working with multi-generational families. He enjoys helping parents and grandparents engage the next generation in financial conversations, with an emphasis on education, responsibility, and thoughtful stewardship to help preserve family legacies over time.