Meet Your Team » Matthew R. Marini

 

"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

Advisor, CFP®

Direct Text/Call:

203-742-5968

Mobile Phone:

203-520-7428

Email:

Matt serves as Advisor and is a Certified Financial Planner™ at Coastal Bridge Advisors based in our Westport, CT office. He helps drive the firm’s financial and estate planning efforts which include developing and implementing strategies to benefit a diverse group of UHNW and HNW 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.

Matt confirms, “I really like our firm’s mission to ‘Uncomplicate It’ for our clients. We are dedicated to this philosophy because amassing wealth or inheriting it very often comes with complications. It’s our job as trusted advisors to help break down complicated wealth management topics and related planning issues so that they are easily understood by those who may be less familiar with trust and estate planning or portfolio management, for example.

“As a team, we strive to simplify and explain scenarios and concepts which can often feel complex to even the most successful UHNW and HNW clients. As an advisor, I strive to empower my clients to understand the ‘why’ behind our recommendations as well as the inherent benefits of planning.”

Matt feels that “In order to be effective, we believe it’s critical to understand what’s important to our clients. Discovering my client’s goals through the planning process helps establish a holistic relationship on a foundation built to construct a tailored plan for my client – and one that sets the stage for them to accomplish what they set out to achieve.”

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 UHNW and HNW clients and has played a key role in developing trusted client relationships. Also, his prior experience includes working for IBM as a Global Tax Analyst.

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 license. Matt lives in Stamford with his wife and in his spare time enjoys traveling, golfing, snowboarding, and spending time with friends and family.

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