"In order to be effective as Advisors and Financial Planners, we believe it’s critical to understand what’s important to the client, both financially and personally."
Matthew R. Marini
Associate Director of Planning, CFP®
Direct Text/Call:
203-742-5968
Mobile Phone:
203-520-7428
Email:
mmarini@coastalbridgeadvisors.com
Matt serves as Associate Director of Planning at Coastal Bridge Advisors based in our Westport, CT office. He is responsible for the firm’s financial planning efforts which include developing and implementing strategies to benefit our diverse group of clients. Personalized Planning at Coastal Bridge is a five-step process of qualitative and quantitative review that begins every client-advisor relationship; Matt is committed to keeping the planning process uncomplicated and seamless for our clients as it is of the utmost importance – and what he feels sets CBA apart from other advisory service providers.
He reports that, “In order to be effective as Advisors and Financial Planners, we believe it’s critical to understand what’s important to the client, both financially and personally. Discovering a client’s goals through the relationship and planning process helps us to establish a foundation from which to create a holistic plan that’s completely tailored to the client, their family, their daily (and legacy) goals – and strives to accomplish what they set out to do.”
As part of Merrill Lynch Wealth Management for over eight years serving as Wealth Management Specialist, Investment Analyst and Client Associate, Matt has worked with ultra-high net worth clients and has played a key role in developing client relationships. His prior experience includes working as a Global Tax Analyst for IBM.
Matt graduated with a Bachelor of Science degree in Business Management from the Charles F. Dolan School of Business at Fairfield University. He received his Certified Financial Planner (CFP®) standard of expertise from the Center for Financial Planning in 2020. In addition, he currently holds his Series 66 licenses. Matt lives in Stamford with his fiancée and in his spare time enjoys traveling, golfing, snowboarding and spending time with friends and family.
