Matthew Kirby, CFP®, CPWA®
Houston,TX
Summary
Wealth Manager with extensive experience in portfolio management and financial planning for high-net-worth clients. Proficient in developing innovative strategies to address complex financial challenges and meet client objectives. Strong ability to foster enduring client relationships through effective communication and informed decision-making. Dedicated to delivering meticulous services that build client trust and align with financial goals.
Overview
6
6
years of professional experience
2
2
Certification
Work History
Senior Associate | Wealth Planner
Cerity Partners
Houston, TX
01.2024 - Current
- Advisor on 147 total client relationships, with over $250 million of collective assets under management.
- Collaborated with Schwab and Fidelity representatives to strengthen relationships and improve the custodial referral programs.
- Developed comprehensive financial plans tailored to individual client needs.
- Analyzed client portfolios to ensure alignment with financial goals and risk tolerance.
- Monitored investment performance and provided timely updates to clients.
- Built strong relationships with clients through effective communication and trust-building.
- Provided comprehensive wealth management services to high-net-worth individuals, including asset allocation, retirement planning, estate planning, and tax management.
Relationship Manager
Avion Wealth, LLC
The Woodlands, Texas
03.2023 - 11.2023
- Facilitated advanced financial planning for over 50 clients in collaboration with Wealth Managers.
- Formulated tailored financial recommendations through comprehensive analysis of client data.
- Developed strategies for tax optimization, estate planning, and risk mitigation with industry professionals.
- Monitored client portfolio performance, implementing necessary adjustments to enhance results.
- Established strong relationships with high-value clients through effective communication and active listening.
- Prepared detailed financial plans by evaluating current situations and aligning with future goals.
Financial Advisor
Inspire Financial Group
Tulsa, OK
06.2020 - 03.2023
- Identified financial planning needs and communicated benefits of comprehensive strategies to clients.
- Reviewed portfolio performance, proposed alternative solutions, and delivered tailored recommendations.
- Managed client accounts under fiduciary standards while providing professional financial advice.
- Developed financial plans encompassing retirement, estate planning, insurance, tax, college funding, and investments.
- Monitored client accounts through regular meetings to ensure alignment with financial goals.
Audit Intern
Grant Thornton LLP
Tulsa, OK
06.2019 - 08.2019
- Maintained accurate documentation and files to ensure regulatory compliance.
- Managed compliance files for advertising and complaints to meet legal standards.
- Collaborated with team members to distribute responsibilities and update senior staff on project status.
- Supported audit processes for public companies through comprehensive testing and analysis.
- Conducted testing of eligibility, contributions, and revenue for benefit plan audits.
- Communicated with human resources and payroll departments of GT clients as necessary.
- Analyzed financial statements, prepared work papers, and drafted engagement letters for audit engagements.
Education
Certified Private Wealth Advisor® Program
University of Chicago Booth Executive Education
Chicago, IL06-2025
Certified Financial Planner® Program -
Boston Institute of Finance | Bryant University
Newton, MA05-2025
Bachelor of Science - Finance
Oral Roberts University
Tulsa, OK12.2019
Skills
- Financial planning
- Client relationship management
- Attention to detail
- Effective communication
- Investment analysis
- Portfolio management
Certification
- Series 7 License - 2021
- Series 66 License - 2022
- SIE License - 2021
- Life, Accident, & Health License - 2020
Work Preference
Work Type
Full TimeImportant To Me
Career advancementCompany CultureStock Options / Equity / Profit SharingTimeline
Senior Associate | Wealth Planner
Cerity Partners
01.2024 - Current
Relationship Manager
Avion Wealth, LLC
03.2023 - 11.2023
Financial Advisor
Inspire Financial Group
06.2020 - 03.2023
Audit Intern
Grant Thornton LLP
06.2019 - 08.2019
Certified Private Wealth Advisor® Program
University of Chicago Booth Executive Education
Certified Financial Planner® Program -
Boston Institute of Finance | Bryant University
Bachelor of Science - Finance
Oral Roberts University
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